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ISTO ADVISORS, LLC

2150 Butterfield Drive
Suite 220
Troy, Michigan 48084
Tel: 248-458-1100

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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 $641,139,569 assets under management, offering retirement planning & investment advisory services to 2283 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284560
SEC#801-108409
Assets Managed by Firm$641,139,569
No. of Clients2283
No. of Advisors21

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total2283$641,139,569
Individuals (other than high net worth individuals)107$41,775,576
High net worth individuals213$585,439,131
Pension and profit sharing plansFewer than 5 clients$9,858,171
Charitable organizationsFewer than 5 clients$3,065,838
Corporations or other businessesFewer than 5 clients$1,000,853

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