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).

By the Numbers
  • Total Assets Under Management
    6,778
    MILLION
  • Total Number of Accounts
    1,948
    ACCOUNTS
  • Average Account Value
    $3,479,374
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, HI, IL, LA, MA, MI, MN, NC, NH, NY, OH, SD, TX, VA, WA, WI

Financial Advisors at Clarkston Capital Partners, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Paul W. Alston
CRD#: 4364085
6720 North Scottsdale Road, Suite 385, Scottsdale, AZ 85253

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.

2
Salvatore F. Gianino
CRD#: 5686878
303 East Third Street, Suite 110, Rochester, MI 48307

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.

3
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.

4
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.

5
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 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.

6
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 5 years of experience in the finance industry.

7
William D. Lee
CRD#: 4748764
6720 North Scottsdale Road, Suite 385, Scottsdale, AZ 85253

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.

8
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 11 years of experience in the finance industry.

9
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 over 3 years of experience in the finance industry.

10
Jeffrey E. Shiffra
CRD#: 3153541
6720 North Scottsdale Road, Suite 385, Scottsdale, AZ 85253

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.

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