Cunningham & Associates, LLC

Cunningham & Associates, LLC (CRD# 126631) is a financial advisory firm headquartered in Troy, MI. They manage $15,246,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $401,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI

Financial Advisors at Cunningham & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John W. Cunningham
CRD#: 1880775
1301 W. Long Lake Rd, Suite 275, Troy, MI 48098
96
Wealthminder
score

John Cunningham (CRD# 1880775) is an Investment Advisor Representative working at Cunningham & Associates, LLC in Troy, MI and has over 28 years of experience in the finance industry. John Cunningham 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.

2
Patrick W. Cunningham
CRD#: 4603691
1301 W. Long Lake Rd, Suite 275, Troy, MI 48098
90
Wealthminder
score

Patrick Cunningham (CRD# 4603691) is an Investment Advisor Representative working at Cunningham & Associates, LLC in Troy, MI and has 1 year of experience in the finance industry. Patrick Cunningham 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.

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