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Home > Retirement Planners > michigan > brighton > CAITLIN JOHN
CAITLIN JOHN
1024 E. Grand River Ave
Suite B
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 16 offices throughout the country.
CAITLIN JOHN is a Brighton, Michigan based Financial Planning firm with nearly $143,336,224 assets under management, offering retirement planning & investment advisory services to 948 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 | $143,336,224 |
| No. of Clients | 948 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 948 | $143,336,224 |
| Individuals (other than high net worth individuals) | 641 | $103,885,031 |
| High net worth individuals | 26 | $37,880,213 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,570,980 |
More Retirement Planning firms in Brighton, 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 |
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