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CRANBROOK WEALTH MANAGEMENT, LLC

36330 Woodward Avenue
Suite 200
Bloomfield Hills, Michigan 48304
Tel: 248-362-0900

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About CRANBROOK WEALTH MANAGEMENT, LLC

CRANBROOK WEALTH MANAGEMENT, LLC, formally registered with the SEC as CRANBROOK WEALTH MANAGEMENT, LLC. The firm was established in 02/15/2006. They have over 3 offices throughout the country.

CRANBROOK WEALTH MANAGEMENT, LLC is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $676,302,366 assets under management, offering retirement planning & investment advisory services to 863 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#132058
SEC#801-66180
Assets Managed by Firm$676,302,366
No. of Clients863
No. of Advisors7

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total863$676,302,366
Individuals (other than high net worth individuals)43$21,127,315
High net worth individuals187$627,326,614
Pension and profit sharing plansFewer than 5 clients$22,328,077
Charitable organizationsFewer than 5 clients$5,520,360

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