CAITLIN JOHN

1024 E. Grand River Ave
Brighton, Michigan 48116
Tel: 810-355-1325

About CAITLIN JOHN

CAITLIN JOHN, formally registered with the SEC as CAITLIN JOHN. The firm was established in 06/26/2017. They have over 15 offices throughout the country.

CAITLIN JOHN is a Brighton, Michigan based Financial Planning firm with nearly $113,340,363 assets under management, offering retirement planning & investment advisory services to 815 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154494
SEC#	801-110731
Assets Managed by Firm	$113,340,363
No. of Clients	815
No. of Advisors	24

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	815	$113,340,363
Individuals (other than high net worth individuals)	559	$80,987,298
High net worth individuals	20	$32,290,223
Charitable organizations	Fewer than 5 clients	$62,842

Inquire with CAITLIN JOHN

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