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C2 PRIVATE WEALTH
29409 Haggerty Road
Suite 200
Novi, Michigan 48377
Tel: 248-567-6688
About C2 PRIVATE WEALTH
C2 PRIVATE WEALTH, formally registered with the SEC as C2 PRIVATE WEALTH. The firm was established in 05/31/2017. They have over 4 offices throughout the country.
C2 PRIVATE WEALTH is a Novi, Michigan based Financial Planning firm with nearly $1,181,835,232 assets under management, offering retirement planning & investment advisory services to 7639 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151501 |
| SEC# | 801-110692 |
| Assets Managed by Firm | $1,181,835,232 |
| No. of Clients | 7639 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 7639 | $1,181,835,232 |
| Individuals (other than high net worth individuals) | 702 | $374,748,519 |
| High net worth individuals | 359 | $788,493,184 |
| Charitable organizations | 1 | $14,986,390 |
| Corporations or other businesses | 6 | $3,607,139 |
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| $246,667,042,077 | 132 | 164 | |
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