Overview
Assets Under Management: $3.0 billion
Headquarters: SOUTHFIELD, MI
High-Net-Worth Clients: 475
Average Client Assets: $4.3 million
Frequently Asked Questions
TELEMUS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168794), TELEMUS CAPITAL, LLC is subject to fiduciary duty under federal law.
TELEMUS CAPITAL, LLC is headquartered in SOUTHFIELD, MI.
TELEMUS CAPITAL, LLC serves 475 high-net-worth clients according to their SEC filing dated February 02, 2024. View client details ↓
According to their SEC Form ADV, TELEMUS CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
TELEMUS CAPITAL, LLC manages $3.0 billion in client assets according to their SEC filing dated February 02, 2024.
According to their SEC Form ADV, TELEMUS CAPITAL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 475
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.24%
Average Client Assets: $4.3 million
Total Client Accounts: 4,367
Discretionary Accounts: 3,885
Non-Discretionary Accounts: 482
Regulatory Filings
CRD Number: 168794
Filing ID: 1822004
Last Filing Date: 2024-02-02 11:41:00