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Advisers in Grosse Pointe Farms, MI

4 advisers in Grosse Pointe Farms — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Conway Asset Management, INC.21 Kercheval Ave., Suite 390 · Grosse Pointe Farms, MI 48236 · (313) 886-1300 · Financial planningCRD 291197 · % of assets · $35.2 million AUMState registeredNo commissions reportedDwp90 Kercheval Avenue · Grosse Pointe Farms, MI 48236 · (313) 885-0114 · Financial planningCRD 121841 · % of assets, Fixed fees · $208.0 million AUMSEC registeredNo commissions reportedPark Investments and Consulting LLC18720 Mack Avenue, Suite 210 · Grosse Pointe Farms, MI 48236 · (313) 818-1102 · Hourly feesCRD 330380 · % of assets, Hourly charges · $25.9 million AUMState registeredNo commissions reportedPointe Capital Management LLC102 Kercheval Avenue, Suite 200 · Grosse Pointe Farms, MI 48236 · (313) 882-7100 · Flat / fixed feesCRD 152520 · % of assets, Fixed fees · $452.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Grosse Pointe Farms? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.