MANAGED ASSET PORTFOLIOS, LLC is a Rochester, Michigan based financial advisory firm with nearly $1,086,571,483 in assets under management and provides investment advisory services for 1991 clients. There are currently 21 financial advisors at the firm.
General Information |
Firm CRD#: | 109574 | |
SEC#: | 801-58125 | |
Assets under Management: | $1,086,571,483 | |
No. of Clients: | 1991 | |
No. of Advisors: | 21 | |
Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL) | |
Fee Structure: | A percentage of AUM, Fixed fees, Performance Based |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
ADVISORY ALPHA, LLC | 158282 | 801-72499 | 20609 | 57 | $2,997,055,995 |
CG ADVISORY SERVICES | 110929 | 801-67082 | 17241 | 130 | $3,215,431,631 |
REGAL INVESTMENT ADVISORS LLC | 125004 | 801-71923 | 12870 | 140 | $2,550,489,630 |
CORECAP ADVISORS | 158819 | 801-72687 | 8713 | 118 | $2,467,486,750 |
INNOVIA WEALTH, LLC | 289913 | 801-112177 | 3183 | 26 | $2,232,574,455 |
CAPTRUST WEALTH ADVISORS | 173736 | 801-80687 | 2912 | 26 | $1,889,548,733 |
SCHECHTER INVESTMENT ADVISORS, LLC | 169114 | 801-78607 | 2822 | 29 | $3,349,365,530 |
SIGMA INVESTMENT COUNSELORS | 104754 | 801-9529 | 2724 | 20 | $1,947,427,221 |
NPF INVESTMENT ADVISORS | 104683 | 801-3475 | 2599 | 15 | $2,354,512,728 |
RETIREMENT INCOME SOLUTIONS, INC. | 110145 | 801-71319 | 1267 | 23 | $2,421,756,308 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | 121560 | 801-61316 | 588 | 18 | $2,247,244,101 |
SEIZERT CAPITAL PARTNERS | 108954 | 801-57995 | 251 | 16 | $2,060,639,394 |
SCHWARTZ INVESTMENT COUNSEL INC | 104693 | 801-32773 | 81 | 20 | $3,261,373,534 |
IPEX, INC. | 124337 | 801-71851 | 50 | 3 | $2,025,333,472 |
BRICK CAPITAL MANAGEMENT INC | 107600 | 801-42564 | 22 | 1 | $3,269,000,000 |