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SCHECHTER INVESTMENT ADVISORS, LLC

111 E. Merrill Street
Suite 400
Birmingham, Michigan 48009
Tel: 248-731-9500

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About SCHECHTER INVESTMENT ADVISORS, LLC

SCHECHTER INVESTMENT ADVISORS, LLC, formally registered with the SEC as SCHECHTER INVESTMENT ADVISORS, LLC. The firm was established in 09/25/2013. They have over 6 offices throughout the country.

SCHECHTER INVESTMENT ADVISORS, LLC is a Birmingham, Michigan based Financial Planning firm with nearly $3,349,365,530 assets under management, offering retirement planning & investment advisory services to 2822 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169114
SEC#801-78607
Assets Managed by Firm$3,349,365,530
No. of Clients2822
No. of Advisors29

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2822$3,349,365,530
Individuals (other than high net worth individuals)241$88,624,907
High net worth individuals404$2,604,050,487
Charitable organizations30$36,589,379
Corporations or other businesses107$620,100,757

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