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REHMANN WEALTH
4086 Legacy Parkway
Lansing, Michigan 48911-4261
Tel: 517-316-2400
About REHMANN WEALTH
REHMANN WEALTH, formally registered with the SEC as REHMANN WEALTH. The firm was established in 08/16/2005. They have over 13 offices throughout the country.
REHMANN WEALTH is a Lansing, Michigan based Financial Planning firm with nearly $3,846,368,000 assets under management, offering retirement planning & investment advisory services to 5272 clients. The firm is staffed with 36 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123047 |
| SEC# | 801-64587 |
| Assets Managed by Firm | $3,846,368,000 |
| No. of Clients | 5272 |
| No. of Advisors | 36 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SERVICING FEES FROM CUSTODIANS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5272 | $3,846,368,000 |
| Individuals (other than high net worth individuals) | 1472 | $1,126,826,000 |
| High net worth individuals | 483 | $1,260,530,000 |
| Pension and profit sharing plans | 339 | $1,192,078,000 |
| Corporations or other businesses | 116 | $266,595,000 |
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