ISTO ADVISORS, LLC - Financial Advisor in Michigan, Troy

Tel: 248-458-1100 2150 Butterfield Drive Suite 220 Troy, Michigan 48084

About ISTO ADVISORS, LLC

ISTO ADVISORS, LLC is a Troy, Michigan based financial advisory firm with nearly $765,669,160 in assets under management and provides investment advisory services for 2383 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

284560

Firm SEC#:

801-108409

Assets Under Management:

$765,669,160

No. of Clients:

2383

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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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

WILLIAM MACK & ASSOCIATES INC

107377

801-42259

852

$754,782,297

BARON WEALTH MANAGEMENT, LLC

153117

801-71168

617

$626,541,399

CARRERA CAPITAL ADVISORS

330834

801-130197

1360

$617,317,000

ARBOR WEALTH ADVISORS LLC

169570

801-78796

283

$587,267,119

FINANCIAL SERVICES OF AMERICA ADVISORS

286251

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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

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