Overview
Assets Under Management: $1.1 billion
Headquarters: TROY, MI
High-Net-Worth Clients: 10
Average Client Assets: $51 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.31
Average High-Net-Worth Client Assets: $51 million
Total Client Accounts: 6,731
Discretionary Accounts: 6,071
Non-Discretionary Accounts: 660
Regulatory Filings
CRD Number: 127401
Filing ID: 1973833
Last Filing Date: 2025-03-31 13:35:00
Website: https://calfee.com