950 W. University, Suite 100
Rochester, Michigan 48307
Tel: 248-601-6677
MANAGED ASSET PORTFOLIOS, LLC, formally registered with the SEC as MANAGED ASSET PORTFOLIOS, LLC. The firm was established in 11/27/2000. They have over 1 offices throughout the country.
MANAGED ASSET PORTFOLIOS, LLC is a Rochester, Michigan based Financial Planning firm with nearly $1,086,571,483 assets under management, offering retirement planning & investment advisory services to 1991 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109574 |
SEC# | 801-58125 |
Assets Managed by Firm | $1,086,571,483 |
No. of Clients | 1991 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1991 | $1,086,571,483 |
Individuals (other than high net worth individuals) | 1431 | $401,310,376 |
High net worth individuals | 176 | $349,656,028 |
Charitable organizations | 13 | $19,594,118 |
Corporations or other businesses | 32 | $77,201,325 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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