Advisers in St Joseph, MI

3 advisers in St Joseph — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Hartwell & Company800 Port St, Suite D · St Joseph, MI 49085 · (269) 983-2212 · Financial planningCRD 322723 · % of assets, Hourly charges, Fixed fees · $54.8 million AUMState registeredNo commissions reported Jim Roberts Investment Advisors LLC515 Ship St., Suite 211 · St. Joseph, MI 49085 · (269) 982-4188 · Financial planningCRD 169219 · % of assets, Hourly charges, Fixed fees · $37.9 million AUMState registeredNo commissions reported Northpointe Investment Advisory, LLC1101 Broad St., Box 5, Ste. 10 · St. Joseph, MI 49085 · (269) 930-2269 · % of assets managedCRD 170850 · % of assets · $75.4 million AUMState registeredNo commissions reported

Talking to advisers in St Joseph? 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.