REHMANN FINANCIAL is a Lansing, Michigan based financial advisory firm with nearly $2,838,581,000 in assets under management and provides investment advisory services for 4618 clients. There are currently 33 financial advisors at the firm.
General Information |
| Firm CRD#: | 123047 | |
| SEC#: | 801-64587 | |
| Assets under Management: | $2,838,581,000 | |
| No. of Clients: | 4618 | |
| No. of Advisors: | 33 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| USA FINANCIAL FORMULAS CORPORATION | 139987 | 801-67442 | 6690 | 35 | $740,700,199 |
| STRATEGIC INVESTMENT ADVISORS, LLC | 151501 | 801-110692 | 6305 | 9 | $677,931,440 |
| Q3 ASSET MANAGEMENT CORPORATION | 137839 | 801-77461 | 3808 | 11 | $794,171,978 |
| ASSET ALLOCATION STRATEGIES, LLC | 152339 | 801-106707 | 2992 | 33 | $388,045,217 |
| RICHMOND BROTHERS, INC. | 158916 | 801-72736 | 2549 | 17 | $273,548,051 |
| RICHARD W. PAUL & ASSOCIATES, LLC | 156812 | 801-116985 | 2046 | 8 | $268,607,419 |
| BEMANAGED | 140099 | 801-70678 | 1452 | 7 | $501,896,722 |
| SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST | 126570 | 801-123641 | 1359 | 5 | $103,444,627 |
| PATRICK FINANCIAL GROUP LLC. | 124610 | 801-80932 | 1298 | 3 | $168,275,320 |
| SCOTT SMITH FINANCIAL | 138393 | 801-120476 | 732 | 6 | $145,478,627 |
| A SMARTER WAY TO INVEST, INC. | 166170 | 801-110895 | 537 | 2 | $92,555,754 |
| OPTIMAL CAPITAL ADVISORS, LLC | 144719 | 801-68219 | 368 | 5 | $112,420,809 |
| IPEX, INC. | 124337 | 801-71851 | 47 | 5 | $2,176,591,026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 166182 | 801-77378 | 38 | 9 | $846,143,232 |
| STRENGTH CAPITAL PARTNERS, LLC | 134320 | 801-64170 | 10 | 7 | $173,072,000 |
| NANTUCKET MULTI MANAGERS, LLC | 129024 | 801-62592 | 3 | 6 | $358,873,789 |