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POINTE CAPITAL MANAGEMENT LLC
102 Kercheval Avenue
Suite 200
Grosse Pointe Farms, Michigan 48236
Tel: (313) 882-7100
About POINTE CAPITAL MANAGEMENT LLC
POINTE CAPITAL MANAGEMENT LLC, formally registered with the SEC as POINTE CAPITAL MANAGEMENT LLC. The firm was established in 01/19/2010. They have over 1 offices throughout the country.
POINTE CAPITAL MANAGEMENT LLC is a Grosse Pointe Farms, Michigan based Financial Planning firm with nearly $388,146,000 assets under management, offering retirement planning & investment advisory services to 434 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152520 |
| SEC# | 801-70983 |
| Assets Managed by Firm | $388,146,000 |
| No. of Clients | 434 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 434 | $388,146,000 |
| Individuals (other than high net worth individuals) | 89 | $28,984,000 |
| High net worth individuals | 93 | $297,789,000 |
| Pension and profit sharing plans | 1 | $1,991,000 |
| Charitable organizations | 4 | $11,171,000 |
| Corporations or other businesses | 10 | $48,211,000 |
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