EXCHANGE CAPITAL MANAGEMENT INC

110 N. Miller Ave.
1st Floor
Ann Arbor, Michigan 48104
Tel: 734-761-6500

About EXCHANGE CAPITAL MANAGEMENT INC

EXCHANGE CAPITAL MANAGEMENT INC, formally registered with the SEC as EXCHANGE CAPITAL MANAGEMENT INC. The firm was established in 02/21/1990. They have over 1 offices throughout the country.

EXCHANGE CAPITAL MANAGEMENT INC is a Ann Arbor, Michigan based Financial Planning firm with nearly $832,809,325 assets under management, offering retirement planning & investment advisory services to 1337 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104875
SEC#	801-36104
Assets Managed by Firm	$832,809,325
No. of Clients	1337
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1337	$832,809,325
Individuals (other than high net worth individuals)	127	$33,315,884
High net worth individuals	240	$758,650,237
Pension and profit sharing plans	1	$5,843,263
Charitable organizations	1	$3,515,462
Corporations or other businesses	3	$20,182,151

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