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Home > Retirement Planners > michigan > lansing > SHOTWELL RUTTER BAER INC
SHOTWELL RUTTER BAER INC
6350 West Michigan Avenue
Suite 200
Lansing, Michigan 48917
Tel: 517-321-4832
About SHOTWELL RUTTER BAER INC
SHOTWELL RUTTER BAER INC, formally registered with the SEC as SHOTWELL RUTTER BAER INC. The firm was established in 01/04/2021. They have over 2 offices throughout the country.
SHOTWELL RUTTER BAER INC is a Lansing, Michigan based Financial Planning firm with nearly $167,148,208 assets under management, offering retirement planning & investment advisory services to 720 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122789 |
| SEC# | 801-120091 |
| Assets Managed by Firm | $167,148,208 |
| No. of Clients | 720 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUBSCRIPTION FEE FOR PLANNING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 720 | $167,148,208 |
| Individuals (other than high net worth individuals) | 363 | $78,148,208 |
| High net worth individuals | 75 | $89,000,000 |
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