Showing 1 - 12 of 38 results
THE NEMES RUSH GROUP, LLC
THE NEMES RUSH GROUP, LLC
Novi, Michigan
The Nemes Rush Group, LLC, a local investment advisory firm based in Novi, MI, is renowned for its comprehensive financial services. Operating from a single office, the firm is dedicated to delivering personalized solutions to its clients. Out of their eight employees, six specialize in investment advisory services, ensuring a high level of expertise. Impressively, each investment advisor at The Nemes Rush Group, LLC manages an average of approximately $152,280,000 in assets under management, surpassing the industry average. This showcases their ability to handle substantial portfolios and reflects their commitment to providing exceptional service. Their compensation structure offers various options to clients, including a percentage-based fee tied to assets under management and fixed fees, ensuring transparency and accommodating individual preferences. While 401K and individual accounts represent less than 30% of their assets under management, The Nemes Rush Group, LLC possesses the capability to effectively manage employer funds. Notably, they manage 100% of their assets on a discretionary basis, exemplifying the high level of trust and confidence placed in their expertise. The firm primarily focuses on managing assets for high-net-worth individuals, diligently overseeing the financial portfolios of over 130 individual clients, which amounts to more than $913,673,000 in assets under management. The Nemes Rush Group, LLC takes pride in its team of experienced advisors, including Timothy Rush, Brian Nemes, and Christopher Nemes, who have been with the firm for an extended period, bringing a wealth of knowledge and insight to their clients' financial strategies. With a dedication to providing personalized financial guidance and a focus on long-term client relationships, The Nemes Rush Group, LLC continues to be a trusted partner in helping clients achieve their financial goals.
PEACE OF MIND WEALTH MANAGEMENT
PEACE OF MIND WEALTH MANAGEMENT
Brighton, Michigan
Peace Of Mind Wealth Management is a reputable local investment advisory firm based out of Brighton, MI. With a network of five offices, they provide comprehensive investment advisory services to individuals and employers alike. With a dedicated team of eight skilled professionals, Peace Of Mind Wealth Management offers personalized financial guidance to their clients. Their team of experienced investment advisors collectively manages an impressive average of approximately $370,000 in assets under management per advisor. The firm's compensation structure is flexible, incorporating various types, such as a percentage of assets under management, hourly charges, and fixed fees. Peace Of Mind Wealth Management excels in managing employer 401K plans, as well as individual portfolios. In fact, over 80% of their assets under management consist of employer 401K plans and individual investments. They possess the expertise and qualifications required to navigate the complexities of 401K plans and cater to the unique needs of employers and employees alike. With a client base of over 30 individuals, Peace Of Mind Wealth Management manages an impressive $2,947,000 in assets. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, ensuring optimal performance and peace of mind. If you are seeking professional investment advice tailored to your specific needs, Peace Of Mind Wealth Management offers a proven track record of success, industry knowledge, and a commitment to delivering personalized financial solutions.
AZIMUTH CAPITAL MANAGEMENT
AZIMUTH CAPITAL MANAGEMENT
Bloomfield Hills, Michigan
Azimuth Capital Management, headquartered in Bloomfield Hills, MI, is a local investment advisory firm that specializes in providing comprehensive financial solutions. With a strong presence in the industry, they have established themselves as a trusted partner for high net worth individuals seeking professional investment advice. Led by a team of experienced professionals, Azimuth Capital Management operates from a single office and employs a total of 22 dedicated individuals. Ten of these professionals are specifically focused on delivering expert investment advisory services to their valued clients. With an impressive track record, Azimuth Capital Management manages a substantial amount of assets under management, averaging approximately $308,440,000 per investment advisor. This figure exceeds the industry average, reflecting their commitment to delivering exceptional results and generating substantial returns for their clients. Azimuth Capital Management offers a diverse compensation structure to align with their clients' needs. Their payment methods include a percentage of assets under management and fixed fees, ensuring flexibility and transparency in their client relationships. The firm's extensive portfolio comprises primarily discretionary assets, accounting for 93% of the total assets they manage. Catering to over 50 individual clients, Azimuth Capital Management oversees an impressive $3,084,397,000 in assets under management, solidifying their position as a premier investment advisory firm in the region. Azimuth Capital Management takes pride in their team of dedicated professionals, including notable advisors such as Daniel Mcenroe, Mark Van Faussien, and Janet Hewlett, who have established long and successful tenures within the organization. Their collective expertise and commitment to excellence contribute to the firm's continued growth and success in serving their clients' financial goals.
VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
Clarkston, Michigan
Verde Capital Management, Inc., a reputable investment advisory firm based out of Clarkston, MI, caters to a diverse clientele of over 520 individuals. With a remarkable $376,246,000 in assets under management, Verde Capital Management, Inc. has established itself as a trusted partner for clients seeking expert financial guidance. At the core of their business lies a deep understanding of the intricacies of employer 401Ks and individual investments, which account for approximately half of their assets under management. This expertise positions Verde Capital Management, Inc. as a valuable resource for clients looking to maximize their investment portfolios. With an impressive 90% of their assets managed on a discretionary basis, Verde Capital Management, Inc. exemplifies a firm that diligently and proactively serves the best interests of their clients. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, ensuring transparency and flexibility in client relationships. Comprising a total of 11 employees, Verde Capital Management, Inc. boasts a team of highly qualified professionals, with 9 dedicated investment advisors. These advisors possess extensive industry knowledge and experience, delivering tailored investment strategies that align with their clients' financial goals. Among the firm's notable advisors are Eric Tomaszewski, Carl Szasz, and Tommi Harris, who have demonstrated their commitment to the firm's success through their long-term tenure. Their collective expertise, combined with the firm's overall capabilities, positions Verde Capital Management, Inc. as a trusted and reliable partner in the competitive landscape of investment advisory services.
CITY CENTER ADVISORS, LLC
CITY CENTER ADVISORS, LLC
Troy, Michigan
City Center Advisors, LLC is a leading investment advisory firm based out of Troy, MI, specializing in personalized wealth management solutions. With over 460 individual clients and an impressive $109,057,000 in assets under management, the firm has established a strong presence in the financial industry. Boasting five offices, City Center Advisors, LLC is well-positioned to cater to the diverse needs of their clientele. Renowned for their expertise in managing employer 401Ks and individual investments, City Center Advisors, LLC offers invaluable guidance to help clients achieve their financial goals. As a testament to their commitment to client success, all the assets they manage are under discretionary management, enabling them to make informed decisions on behalf of their clients. The firm's compensation structure is designed to align their interests with those of their clients. It includes various options, such as a percentage of assets under management and hourly charges, ensuring transparency and flexibility in their services. With a total of seven dedicated employees, all of whom are proficient in providing investment advisory services, City Center Advisors, LLC fosters a close-knit team environment. The investment advisors average an impressive $15,580,000 in assets under management, reflecting their ability to handle substantial portfolios. Notably, Christopher Brent, Kyle McCauley, and Frank Endris are among the firm's longest-tenured advisors, contributing their wealth of experience and expertise to the company's continued success. City Center Advisors, LLC remains committed to delivering exceptional financial guidance and strategic investment solutions to their discerning clients, solidifying their reputation as a trusted and reliable partner in wealth management.
ACORN WEALTH ADVISORS, LLC
ACORN WEALTH ADVISORS, LLC
Grand Blanc, Michigan
Acorn Wealth Advisors, LLC is a reputable investment advisory firm headquartered in Grand Blanc, MI, with two office locations. Comprised of a team of five skilled professionals, Acorn Wealth Advisors, LLC specializes in providing comprehensive investment advisory services to its diverse clientele. With an average of $65,150,000 in assets under management per investment advisor, their performance aligns with the industry average. The compensation structure at Acorn Wealth Advisors, LLC is flexible and includes various types such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Their expertise lies in managing assets from employer 401Ks and individual investors, which collectively account for approximately half of their assets under management. An impressive 97% of the assets they oversee are under their discretionary control, highlighting their trustworthiness and expertise. Acorn Wealth Advisors, LLC predominantly manages assets for high net worth individuals, reflecting their ability to meet the unique needs and goals of affluent clients. In addition to investment advisory services, the firm also offers a range of related services including insurance brokering, real estate brokering, and acting as a dealer or agent. With a substantial client base consisting of over 450 individuals, Acorn Wealth Advisors, LLC currently manages an impressive $325,743,000 in assets. The firm boasts several experienced advisors, such as Steven Bliss, Christopher Russell, and Noah Morgan, who have demonstrated long-standing commitment and loyalty to the company. Through their dedication and expertise, Acorn Wealth Advisors, LLC continues to provide exceptional financial guidance and support to their valued clients.
PROVIDENT INVESTMENT MANAGEMENT, INC.
PROVIDENT INVESTMENT MANAGEMENT, INC.
Novi, Michigan
Provident Investment Management, Inc. is a prominent local investment advisory firm headquartered in Novi, MI. With one office location, the company has established itself as a trusted provider of comprehensive investment services in the region. Led by a team of seasoned professionals, Provident Investment Management, Inc. boasts a staff of 10 dedicated employees, with five experts specializing in investment advisory services. Impressively, the firm manages an average of approximately $190,030,000 in assets under management per investment advisor, surpassing the industry average and demonstrating their proficiency in handling substantial portfolios. Provident Investment Management, Inc. employs a varied compensation structure, which includes a percentage of assets under management among other methods. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts make up less than 30%. However, the firm possesses the necessary capabilities to effectively oversee employer funds. Notably, an overwhelming 92% of the assets they manage are discretionary, reflecting their expertise in delivering tailored investment strategies. Catering predominantly to high-net-worth individuals, Provident Investment Management, Inc. proudly serves a diverse clientele. With more than 130 individual clients, the firm effectively manages over $950,166,000 in assets under management. Among the esteemed team of advisors, Daniel Boyle, Scott Horsburgh, and Maurice Elvekrog stand out as some of the longest-tenured professionals at the firm. Provident Investment Management, Inc. combines their extensive experience, robust compensation structure, and dedication to client success to provide personalized and comprehensive investment advisory services to their valued clientele.
GPM GROWTH INVESTORS, INC.
GPM GROWTH INVESTORS, INC.
Farmington Hills, Michigan
GPM Growth Investors, Inc., a local investment advisory firm based out of Farmington Hills, MI, is committed to providing exceptional financial services to its clients. With a team of five experienced professionals, GPM Growth Investors specializes in investment advisory services. On average, each investment advisor manages approximately $118,730,000 in assets under management, which aligns with the industry average. The compensation structure at GPM Growth Investors offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have choices that suit their individual needs and preferences. The firm caters to over 130 individual clients, with total assets under management exceeding $182,363,000. While GPM Growth Investors primarily manages assets for high-net-worth individuals, they also possess the capability to handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Notably, the firm manages 100% of the assets under its care on a discretionary basis, allowing for efficient decision-making and responsiveness to market conditions. With its sole office in Farmington Hills, GPM Growth Investors has established a strong local presence. The firm takes pride in its team of seasoned advisors, including Brittney Stevenson, Mark Hogan, and Timothy Griffin, who have played instrumental roles in its long-standing success. By combining their expertise with personalized financial solutions, GPM Growth Investors aims to help clients achieve their investment goals and secure their financial future.
KAYDAN WEALTH MANAGEMENT, INC.
KAYDAN WEALTH MANAGEMENT, INC.
Fenton, Michigan
Kaydan Wealth Management, Inc., headquartered in Fenton, MI, is a highly regarded local investment advisory firm specializing in wealth management services. With a total workforce of 16 dedicated professionals, including six skilled investment advisors, the company has built a solid reputation for delivering exceptional financial guidance to its esteemed clientele. Kaydan Wealth Management, Inc. stands out in the industry with an impressive average of approximately $541,220,000 in assets under management per investment advisor, surpassing the industry norm. Their compensation structure offers various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and tailored solutions for their clients. The firm boasts an extensive client base of over 860 individuals, with a remarkable $607,582,000 in assets under management. While the majority of these assets cater to high net worth individuals, Kaydan Wealth Management, Inc. also has the capacity to oversee employer funds, although 401K and individual accounts constitute less than 30% of their managed assets. With both expertise and discretion as their cornerstones, Kaydan Wealth Management, Inc. prides itself on maintaining 100% discretionary control over the assets they manage. The company operates from two offices in Fenton, MI, and has attracted a loyal client base over the years, thanks to the steadfast commitment of their longest tenured advisors, namely Sany Bilani, Darren Brennan, and James Kruzan. As a trusted local partner for comprehensive investment advisory services, Kaydan Wealth Management, Inc. continues to serve the financial needs of their clients, helping them navigate the complexities of wealth management with expertise and integrity.
RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
Ann Arbor, Michigan
Retirement Income Solutions, Inc., headquartered in Ann Arbor, MI, is a reputable investment advisory firm that specializes in retirement planning. With a team of 20 dedicated professionals, 17 of whom are investment advisors, they provide comprehensive and personalized financial solutions to a diverse clientele. Drawing on their extensive expertise, Retirement Income Solutions guides clients in making informed investment decisions to secure their financial future. On average, each investment advisor manages approximately $86,880,000 in assets, aligning with the industry average. The firm's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, ensuring that clients receive tailored services based on their unique needs. Retirement Income Solutions boasts an impressive portfolio, with over $2,145,728,000 in assets under management for more than 570 individual clients. The firm primarily caters to high-net-worth individuals, although they also manage 401K and individual accounts, which collectively constitute less than 30% of their total assets. Furthermore, the company has the expertise and capability to handle employer funds. With a local presence in Ann Arbor, Retirement Income Solutions operates from a single office. The firm prides itself on its long-tenured advisors, including Aaron Tanner, Brock Hastie, and Harrison Kephart, who bring years of experience and a deep understanding of the financial industry. Their commitment to client satisfaction and comprehensive retirement planning has established Retirement Income Solutions, Inc. as a trusted partner in helping individuals achieve their retirement goals.
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CND FINANCIAL
CND FINANCIAL
Livonia, Michigan
CND Financial, a small investment advisory firm headquartered in Livonia, MI, is dedicated to providing exceptional financial guidance to its clients. With a team of four highly skilled professionals, all of whom specialize in investment advisory services, CND Financial delivers personalized solutions to meet the unique needs and goals of each individual client. Drawing on their extensive experience, CND Financial's investment advisors consistently manage an impressive average of $24,090,000 in assets. Their comprehensive compensation structure offers clients flexibility, including options such as a percentage of assets under management, hourly charges, and fixed fees. With a client base of over 140 individuals, CND Financial expertly manages assets totaling more than $127,400,000. Notably, approximately half of their assets under management originate from employer 401K plans and individual investments, showcasing their proficiency in this sector. As a testament to their commitment to their clients' financial well-being, CND Financial exercises complete discretion in managing all the assets entrusted to them. CND Financial operates out of two offices, strategically located to conveniently serve their clients in the Livonia, MI area. Within the firm, Arthur Cole and William Camp stand as two of the most seasoned and respected registered advisors, exemplifying the expertise and dedication that CND Financial brings to every client relationship. Whether clients seek long-term investment planning, retirement strategies, or wealth management solutions, CND Financial's exceptional team of professionals is poised to deliver reliable and personalized advice, helping clients navigate the complexities of the financial landscape with confidence.
RETIREMENT RESOURCES, LLC
RETIREMENT RESOURCES, LLC
Auburn Hills, Michigan
Retirement Resources, LLC, headquartered in Auburn Hills, MI, is a highly reputable investment advisory firm specializing in retirement planning and asset management. With three dedicated employees, Retirement Resources offers personalized financial services tailored to meet the unique needs of each client. Their team of experienced investment advisors is committed to delivering exceptional results. One remarkable aspect of Retirement Resources, LLC is its impressive average assets under management per investment advisor, which stands at approximately $1,489,810,000. This figure surpasses the industry average, reflecting the firm's exceptional expertise in managing substantial portfolios. Their compensation structure is diverse and includes a percentage of assets under management as well as fixed fees. The firm boasts a robust client base, serving over 330 individual clients with assets under management totaling more than $118,507,000. Notably, approximately half of their managed assets are derived from employer 401Ks and individual accounts, showcasing their extensive experience in this sector. Furthermore, Retirement Resources, LLC handles 100% of the assets they manage on a discretionary basis, providing clients with a hassle-free investment experience. With one office, Retirement Resources, LLC is a small yet prominent player in the investment advisory industry. The firm takes pride in its team of dedicated professionals, including the highly tenured advisors David Boike, Sheila Maloney, and Daniel Chapman. Their collective knowledge and expertise ensure that clients receive comprehensive financial guidance and support as they navigate the complexities of retirement planning and wealth management.