Exchange Capital Management Inc.

Exchange Capital Management Inc. (CRD# 104875) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $379,963,976 in 772 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $492,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA, FL, MI, OH, TX

Financial Advisors at Exchange Capital Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Christopher R. Georgandellis
CRD#: 4442447
303 Detroit Street Suite 203, Ann Arbor, MI 48104
96
Wealthminder
score

Christopher Georgandellis (CRD# 4442447) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 15 years of experience in the finance industry.

2
Kevin D. McVeigh
CRD#: 1513999
303 Detroit Street Suite 203, Ann Arbor, MI 48104
96
Wealthminder
score

Kevin McVeigh (CRD# 1513999) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 25 years of experience in the finance industry.

3
Michael R. Reid
CRD#: 1103910
303 Detroit Street Suite 203, Ann Arbor, MI 48104
96
Wealthminder
score

Michael Reid (CRD# 1103910) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 33 years of experience in the finance industry.

4
Thomas J. Costigan
CRD#: 6464996
303 Detroit Street Suite 203, Ann Arbor, MI 48104
90
Wealthminder
score

Thomas Costigan (CRD# 6464996) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has 1 year of experience in the finance industry. Thomas Costigan 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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