10775 South Saginaw
Bldg C, Suite F
Grand Blanc, Michigan 48439
Tel: 866-444-6246
MAINSTAY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MAINSTAY CAPITAL MANAGEMENT, LLC. The firm was established in 11/14/2000. They have over 5 offices throughout the country.
MAINSTAY CAPITAL MANAGEMENT, LLC is a Grand Blanc, Michigan based Financial Planning firm with nearly $3,607,756,689 assets under management, offering retirement planning & investment advisory services to 3664 clients. The firm is staffed with 29 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 109528 |
SEC# | 801-58099 |
Assets Managed by Firm | $3,607,756,689 |
No. of Clients | 3664 |
No. of Advisors | 29 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3664 | $3,607,756,689 |
Individuals (other than high net worth individuals) | 2524 | $1,129,849,939 |
High net worth individuals | 1133 | $2,123,794,818 |
Corporations or other businesses | Fewer than 5 clients | $3,833,473 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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