2150 Butterfield Drive
Suite 220
Troy, Michigan 48084
Tel: 248-458-1100
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 $641,139,569 assets under management, offering retirement planning & investment advisory services to 2283 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284560 |
SEC# | 801-108409 |
Assets Managed by Firm | $641,139,569 |
No. of Clients | 2283 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2283 | $641,139,569 |
Individuals (other than high net worth individuals) | 107 | $41,775,576 |
High net worth individuals | 213 | $585,439,131 |
Pension and profit sharing plans | Fewer than 5 clients | $9,858,171 |
Charitable organizations | Fewer than 5 clients | $3,065,838 |
Corporations or other businesses | Fewer than 5 clients | $1,000,853 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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