Clarkston Capital Partners, LLC

Clarkston Capital Partners, LLC (CRD# 143456) is a financial advisory firm headquartered in Rochester, MI. They manage $6,694,905,625 in 2,124 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,695
    MILLION
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $3,152,027
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, 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 23 years of experience in the finance industry.

2
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 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 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 10 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
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 5 years of experience in the finance industry.

9
Jeffrey E. Shiffra
CRD#: 3153541
303 East Third St, Suite 110, Rochester, MI 48307

Jeffrey Shiffra (CRD# 3153541) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 25 years of experience in the finance industry.

10
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 10 years of experience in the finance industry.

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