SCHECHTER INVESTMENT ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	169114
SEC#	801-78607
Assets Managed by Firm	$3,349,365,530
No. of Clients	2822
No. of Advisors	29

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 Clients	AUM
Firm Total	2822	$3,349,365,530
Individuals (other than high net worth individuals)	241	$88,624,907
High net worth individuals	404	$2,604,050,487
Charitable organizations	30	$36,589,379
Corporations or other businesses	107	$620,100,757

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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