Caitlin John

Caitlin John (CRD# 154494) is a financial advisory firm headquartered in Brighton, MI. They manage $143,336,224 in 948 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1024 E. Grand River Ave, Suite B, Brighton, MI 48116
https://www.caitlinjohn.com/
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    948
    ACCOUNTS
  • Average Account Value
    $151,199
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA

Financial Advisors at Caitlin John
Showing 21 - 21 of 21 top financial advisors.
21
Courdney Williams, financial advisor Brighton MI
Courdney Williams
CRD#: 6028438
1024 E. Grand River Ave, Suite B, Brighton, MI 48116

Courdney Williams (CRD# 6028438) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 10 years of experience in the finance industry.

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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.

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