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Jeffrey Hollenbeck, financial advisor Lansing MI

Jeffrey Hollenbeck

CRD Number: 5910417
Current Firm: Ace Management
Compensation Model: Fee Only
Jeffrey Hollenbeck (CRD# 5910417) is an Investment Advisor Representative working at Ryzome Investment Advisors in Okemos, MI and has over 5 years of experience in the finance industry.
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Company Name Location Dates Years
Ace Management, LLC Lansing, MI Jan 2020 - Current 4
Ryzome Investment Advisors, LLC Okemos, MI Jan 2014 - Jan 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jeffrey J. Hollenbeck
120 N Washington Sq, Suite 300, Lansing, MI 48933
Phone Number: 517-275-1000
Firm Website: https://www.linkedin.com/company/ace-management-llc/?viewasmember=true
Registered State(s):
  • MI
Current Firm Details
Ace Management
Firm's CRD Number: 306881
120 N Washington Sq, Suite 300, Lansing, MI 48933
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $87,097
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

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