Overview
Assets Under Management: $1.2 billion
Headquarters: NOVI, MI
High-Net-Worth Clients: 11
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.71
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 7,639
Discretionary Accounts: 7,639
Regulatory Filings
CRD Number: 151501
Filing ID: 1956674
Last Filing Date: 2025-03-12 15:36:00
Website: https://c2privatewealth.com