Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > troy > ISTO ADVISORS, LLC
ISTO ADVISORS, LLC
2150 Butterfield Drive
Suite 220
Troy, Michigan 48084
Tel: 248-458-1100
About ISTO ADVISORS, LLC
ISTO ADVISORS, LLC, formally registered with the SEC as ISTO ADVISORS, LLC. The firm was established in 09/30/2016. They have over 2 offices throughout the country.
ISTO ADVISORS, LLC is a Troy, Michigan based Financial Planning firm with nearly $765,669,160 assets under management, offering retirement planning & investment advisory services to 2383 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284560 |
| SEC# | 801-108409 |
| Assets Managed by Firm | $765,669,160 |
| No. of Clients | 2383 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2383 | $765,669,160 |
| Individuals (other than high net worth individuals) | 130 | $58,654,961 |
| High net worth individuals | 207 | $688,072,046 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,684,150 |
| Charitable organizations | 5 | $4,831,212 |
| Corporations or other businesses | Fewer than 5 clients | $6,426,791 |
More Retirement Planning firms in Troy, Michigan:
| 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 |
Explore More Retirement Advisors in Troy, Michigan