Clarkston Capital Partners, LLC

Clarkston Capital Partners, LLC (CRD# 143456) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $4,468,463,621 in 1,395 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
91 West Long Lake Road, Bloomfield Hills, MI 48304
http://www.clarkstoncapital.com
By the Numbers
  • Total Assets Under Management
    4,468
    MILLION
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $3,203,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NH, NY, OH, TX, VA, WA

Financial Advisors at Clarkston Capital Partners, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Salvatore Gianino, financial advisor Bloomfield Hills MI
Salvatore F. Gianino
CRD#: 5686878
91 West Long Lake Road, Bloomfield Hills, MI 48304

Salvatore Gianino (CRD# 5686878) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 10 years of experience in the finance industry.

2
Gerald Hakala, financial advisor Rochester MI
Gerald W. Hakala
CRD#: 4763821
303 East Third Street, Suite 110, Rochester, MI 48307

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.

3
Jeffrey Hakala, financial advisor Rochester MI
Jeffrey A. Hakala
CRD#: 4763815
303 East Third Street, Suite 110, Rochester, MI 48307

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.

4
Cheryl Kassab, financial advisor Bloomfield Hills MI
Cheryl A. Kassab
CRD#: 6038683
91 West Long Lake, Bloomfield Hills, MI 48304

Cheryl Kassab (CRD# 6038683) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 7 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.

5
Christopher Klau, financial advisor Rochester MI
Christopher R. Klau
CRD#: 6760355
303 East Third Street, Suite 110, Rochester, MI 48307

Christopher Klau (CRD# 6760355) 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.

6
Jeremy Modell, financial advisor Bloomfield Hills MI
Jeremy J. Modell
CRD#: 2729149
91 West Long Lake Road, Bloomfield Hills, MI 48304

Jeremy Modell (CRD# 2729149) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 10 years of experience in the finance industry.

7
Matthew Rodgers, financial advisor Rochester MI
Matthew J. Rodgers
CRD#: 7016812
303 East Third Street, Suite 110, Rochester, MI 48307

Matthew Rodgers (CRD# 7016812) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has 1 year of experience in the finance industry.

8
Alexander Strek, financial advisor Bloomfield Hills MI
Alexander W. Strek
CRD#: 6089514
91 West Long Lake, Bloomfield Hills, MI 48304

Alexander Strek (CRD# 6089514) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Bloomfield Hills, MI and has over 7 years of experience in the finance industry. Alexander Strek 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.

9
Kurt Terrien, financial advisor Rochester MI
Kurt P. Terrien
CRD#: 3188114
303 East Third Street, Suite 110, Rochester, MI 48307

Kurt Terrien (CRD# 3188114) 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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