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AZIMUTH CAPITAL MANAGEMENT

200 East Long Lake Road
Suite 160
Bloomfield Hills, Michigan 48304
Tel: 248-433-4000

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About AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL MANAGEMENT, formally registered with the SEC as AZIMUTH CAPITAL MANAGEMENT. The firm was established in 03/14/2022. They have over 1 offices throughout the country.

AZIMUTH CAPITAL MANAGEMENT is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $3,368,666,924 assets under management, offering retirement planning & investment advisory services to 1537 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319062
SEC#801-123448
Assets Managed by Firm$3,368,666,924
No. of Clients1537
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

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
  • Other (CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS)

Firm Client Information

No. of ClientsAUM
Firm Total1537$3,368,666,924
Individuals (other than high net worth individuals)54$36,265,143
High net worth individuals316$2,987,414,478
Pension and profit sharing plans7$28,507,003
Charitable organizations16$243,987,582
Corporations or other businesses6$43,204,093

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