Deroy & Devereaux Private Investment Counsel, Inc.

Deroy & Devereaux Private Investment Counsel, Inc. (CRD# 121560) is a financial advisory firm headquartered in Southfield, MI. They manage $962,627,817 in 430 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    963
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $2,238,669
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, FL, IN, MI, NM, OR, PA, TX

Financial Advisors at Deroy & Devereaux Private Investment Counsel, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Julie Hollinshead
CRD#: 2685943
2000 Town Center, Ste 2850, Southfield, MI 48075
96
Wealthminder
score

Julie Hollinshead (CRD# 2685943) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has over 22 years of experience in the finance industry.

2
Michael J. Madison
CRD#: 4552576
2000 Town Center, Ste 2850, Southfield, MI 48075
96
Wealthminder
score

Michael Madison (CRD# 4552576) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has over 15 years of experience in the finance industry.

3
Karl L. Knas
CRD#: 4365544
2000 Town Center, Ste 2850, Southfield, MI 48075
93
Wealthminder
score

Karl Knas (CRD# 4365544) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has over 16 years of experience in the finance industry.

4
Sean A. Metrose
CRD#: 2930598
2000 Town Center, Ste 2850, Southfield, MI 48075
93
Wealthminder
score

Sean Metrose (CRD# 2930598) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has over 18 years of experience in the finance industry.

5
Laree E. Perez
CRD#: 707650
Scottsdale, AZ
93
Wealthminder
score

Laree Perez (CRD# 707650) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry.

6
Sarah B. Schattner
CRD#: 5762630
2000 Town Center, Ste 2850, Southfield, MI 48075
93
Wealthminder
score

Sarah Schattner (CRD# 5762630) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has over 7 years of experience in the finance industry.

7
Michael F. Harris
CRD#: 4331821
2000 Town Center, Ste 2850, Southfield, MI 48075
90
Wealthminder
score

Michael Harris (CRD# 4331821) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has 1 year of experience in the finance industry.

8
Steven H. Lewis
CRD#: 5925586
2000 Town Center, Ste 2850, Southfield, MI 48075
90
Wealthminder
score

Steven Lewis (CRD# 5925586) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has over 6 years of experience in the finance industry.

9
Jeffrey W. Wardlow
CRD#: 4608320
2000 Town Center, Ste 2850, Southfield, MI 48075
90
Wealthminder
score

Jeffrey Wardlow (CRD# 4608320) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has 1 year of experience in the finance industry.

10
Gregg D. Watkins
CRD#: 800449
2000 Town Center, Ste 2850, Southfield, MI 48075
90
Wealthminder
score

Gregg Watkins (CRD# 800449) is an Investment Advisor Representative working at Deroy & Devereaux Private Investment Counsel, Inc. in Southfield, MI and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.