CRANBROOK WEALTH MANAGEMENT, LLC

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

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 $699,717,426 assets under management, offering retirement planning & investment advisory services to 874 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132058
SEC#	801-66180
Assets Managed by Firm	$699,717,426
No. of Clients	874
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	874	$699,717,426
Individuals (other than high net worth individuals)	111	$209,220,298
High net worth individuals	110	$477,901,108
Pension and profit sharing plans	Fewer than 5 clients	$7,342,016
Charitable organizations	Fewer than 5 clients	$5,254,004

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