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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