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MANAGED ASSET PORTFOLIOS, LLC

950 W. University, Suite 100
Rochester, Michigan 48307
Tel: 248-601-6677

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About MANAGED ASSET PORTFOLIOS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109574
SEC#801-58125
Assets Managed by Firm$1,086,571,483
No. of Clients1991
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL)

Firm Client Information

No. of ClientsAUM
Firm Total1991$1,086,571,483
Individuals (other than high net worth individuals)1431$401,310,376
High net worth individuals176$349,656,028
Charitable organizations13$19,594,118
Corporations or other businesses32$77,201,325

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