Overview
Assets Under Management: $794 million
Headquarters: NORTHVILLE, MI
High-Net-Worth Clients: 209
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 209
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,848
Discretionary Accounts: 3,823
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 325434
Filing ID: 1992501
Last Filing Date: 2025-05-22 11:14:00
Website: https://dinsmorecomplianceservices.com