Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > bloomfield hills > CRANBROOK WEALTH MANAGEMENT, LLC
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 |
More Retirement Planning firms in Bloomfield Hills, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
Explore More Retirement Advisors in Bloomfield Hills, Michigan