Advisers in Rochester, MI

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

All advisers

Clarkston Capital Partners, LLC303 East Third St, Suite 110 · Rochester, MI 48307 · (248) 940-3040 · % of assets managedCRD 143456 · % of assets · $1.7 billion AUMSEC registeredNo commissions reported Cpr Investments INC1600 Parkdale Road, Suite 201 · Rochester, MI 48307 · (800) 213-1164 · Financial planningCRD 139067 · % of assets, Hourly charges, Fixed fees · $238.8 million AUMSEC registeredNo commissions reported Managed Asset Portfolios, LLC950 W. University, Suite 100 · Rochester, MI 48307 · (248) 601-6677 · Flat / fixed feesCRD 109574 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reported Rochester Wealth Strategies, LLC439 S. Main Street, Suite 250 · Rochester, MI 48307 · (248) 434-6550 · % of assets managedCRD 299150 · % of assets · $203.6 million AUMSEC registeredNo commissions reported

Talking to advisers in Rochester? 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.