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EXECUTIVE WEALTH MANAGEMENT, LLC
Tel: 810-229-6446
135 West North Street Brighton, Michigan 48116
EXECUTIVE WEALTH MANAGEMENT, LLC
EXECUTIVE WEALTH MANAGEMENT, LLC is a Brighton, Michigan based financial advisory firm with nearly $1,438,725,950 in assets under management and provides investment advisory services for 7577 clients. There are currently 60 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
140736
SEC#:
801-66881
No. of Clients:
7577
Assets under Management
$1,438,725,950
No. of Advisors:
60
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