Ataraxis Advisors LLC

Ataraxis Advisors LLC (CRD# 328373) is a financial advisory firm headquartered in Lansing, MI. They manage $52,662,272 in 229 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4293 Five Oaks Drive, Lansing, MI 48911
https://www.managedmoneyconcepts.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $229,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Ataraxis Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Dorer, financial advisor Lansing MI
Scott A. Dorer
CRD#: 1561880
4293 Five Oaks Drive, Lansing, MI 48911

Scott Dorer (CRD# 1561880) is an Investment Advisor Representative working at Ataraxis Advisors LLC in Lansing, MI and has over 37 years of experience in the finance industry.

2
Ashley Loveall, financial advisor Lansing MI
Ashley A. Loveall
CRD#: 6128454
4293 Five Oaks Drive, Lansing, MI 48911

Ashley Loveall (CRD# 6128454) is an Investment Advisor Representative working at Ataraxis Advisors LLC in Lansing, MI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals