CARRERA CAPITAL ADVISORS - Financial Advisor in Michigan, Troy

Tel: 248-362-5009 901 Wilshire Drive Suite 565 Troy, Michigan 48084-5611

About CARRERA CAPITAL ADVISORS

CARRERA CAPITAL ADVISORS is a Troy, Michigan based financial advisory firm with nearly $617,317,000 in assets under management and provides investment advisory services for 1360 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

330834

Firm SEC#:

801-130197

Assets Under Management:

$617,317,000

No. of Clients:

1360

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Michigan, Troy

FirmCRD#:127401

SEC#:801-63408

No. of Advisors:10

No. of Clients:5644

AUM:$1,121,194,253

FirmCRD#:105609

SEC#:801-6618

No. of Advisors:8

No. of Clients:481

AUM:$959,093,701

FirmCRD#:144046

SEC#:801-113954

No. of Advisors:48

No. of Clients:4714

AUM:$890,034,531

FirmCRD#:284560

SEC#:801-108409

No. of Advisors:21

No. of Clients:2383

AUM:$765,669,160

FirmCRD#:107377

SEC#:801-42259

No. of Advisors:14

No. of Clients:852

AUM:$754,782,297

FirmCRD#:153117

SEC#:801-71168

No. of Advisors:6

No. of Clients:617

AUM:$626,541,399

FirmCRD#:169570

SEC#:801-78796

No. of Advisors:1

No. of Clients:283

AUM:$587,267,119

FirmCRD#:286251

SEC#:801-120474

No. of Advisors:22

No. of Clients:3687

AUM:$396,180,038

FirmCRD#:144994

SEC#:801-68330

No. of Advisors:12

No. of Clients:1091

AUM:$359,762,395

FirmCRD#:112256

SEC#:801-17015

No. of Advisors:2

No. of Clients:249

AUM:$347,253,920

FirmCRD#:156177

SEC#:801-113195

No. of Advisors:7

No. of Clients:995

AUM:$326,999,538

FirmCRD#:289483

SEC#:801-117185

No. of Advisors:1

No. of Clients:249

AUM:$278,473,373

FirmCRD#:124489

SEC#:801-64489

No. of Advisors:4

No. of Clients:175

AUM:$226,347,404

FirmCRD#:127453

SEC#:801-126271

No. of Advisors:6

No. of Clients:1046

AUM:$197,393,287

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

STRAIGHTLINE

127401

801-63408

5644

$1,121,194,253

JAY A. FISHMAN, LTD

105609

801-6618

481

$959,093,701

SECURE ASSET MANAGEMENT, L.L.C.

144046

801-113954

4714

$890,034,531

ISTO ADVISORS, LLC

284560

801-108409

2383

$765,669,160

WILLIAM MACK & ASSOCIATES INC

107377

801-42259

852

$754,782,297

BARON WEALTH MANAGEMENT, LLC

153117

801-71168

617

$626,541,399

ARBOR WEALTH ADVISORS LLC

169570

801-78796

283

$587,267,119

FINANCIAL SERVICES OF AMERICA ADVISORS

286251

801-120474

3687

$396,180,038

MKD WEALTH

144994

801-68330

1091

$359,762,395

SS&H FINANCIAL ADVISORS, INC.

112256

801-17015

249

$347,253,920

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

156177

801-113195

995

$326,999,538

FIRSTMETRIC

289483

801-117185

249

$278,473,373

MILLER CAPITAL

124489

801-64489

175

$226,347,404

SPECTRUM FINANCIAL RESOURCES

127453

801-126271

1046

$197,393,287

Explore More Financial Advisor Firms in Troy, Michigan >>