Exchange Capital Management Inc.

Exchange Capital Management Inc. (CRD# 104875) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $744,121,184 in 1,105 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    744
    MILLION
  • Total Number of Accounts
    1,105
    ACCOUNTS
  • Average Account Value
    $673,413
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, MN, OH, TX

Financial Advisors at Exchange Capital Management Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Joseph S. Crowley
CRD#: 6369039
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Joseph Crowley (CRD# 6369039) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 5 years of experience in the finance industry.

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

Kevin McVeigh (CRD# 1513999) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 32 years of experience in the finance industry.

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

Michael Reid (CRD# 1103910) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 40 years of experience in the finance industry.

4
Andrew D. Stewart
CRD#: 6169435
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Andrew Stewart (CRD# 6169435) 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.

5
Daniella M. Amore
CRD#: 7408888
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Daniella Amore (CRD# 7408888) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 2 years of experience in the finance industry.

6
Matthew C. Farris
CRD#: 7003081
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Matthew Farris (CRD# 7003081) is an Investment Advisor Representative working at Exchange Capital Management Inc. in Ann Arbor, MI and has over 3 years of experience in the finance industry.

7
Noah S. Melquist
CRD#: 7758245
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Noah Melquist (CRD# 7758245) 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.

8
Matthew J. Ross
CRD#: 7758184
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Matthew Ross (CRD# 7758184) 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.

9
Daniel J. Smith
CRD#: 7818597
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Daniel Smith (CRD# 7818597) 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.

10
Olivia A. Stacey
CRD#: 7226736
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Olivia Stacey (CRD# 7226736) 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.

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