Clarkston Capital Partners, LLC
Clarkston Capital Partners, LLC (CRD# 143456) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $6,777,819,649 in 1,948 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management6,778MILLION
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Total Number of Accounts1,948ACCOUNTS
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Average Account Value$3,479,374
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MI, MN, NC, NH, NY, OH, SD, TX, VA, WA, WI
Paul Alston (CRD# 4364085) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.
Salvatore Gianino (CRD# 5686878) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 11 years of experience in the finance industry.
Gerald Hakala (CRD# 4763821) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has 1 year of experience in the finance industry.
Jeffrey Hakala (CRD# 4763815) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has 1 year of experience in the finance industry.
Cheryl Kassab (CRD# 6038683) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 8 years of experience in the finance industry. Cheryl Kassab has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Klau (CRD# 6760355) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 5 years of experience in the finance industry.
William Lee (CRD# 4748764) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. William Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeremy Modell (CRD# 2729149) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.
Matthew Rodgers (CRD# 7016812) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 3 years of experience in the finance industry.
Jeffrey Shiffra (CRD# 3153541) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.