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).

Current Firm Details
303 Detroit Street, Suite 203, Ann Arbor, MI 48104
https://www.linkedin.com/in/andrewdstewart/
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 11 - 14 of 14 top financial advisors.
11
Benjamin Samoylov, financial advisor Ann Arbor MI
Benjamin Samoylov
CRD#: 7894307
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Benjamin Samoylov (CRD# 7894307) 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.

12
Daniel Smith, financial advisor Ann Arbor MI
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.

13
Olivia Stacey, financial advisor Ann Arbor MI
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.

14
Joel Van Buren, financial advisor Ann Arbor MI
Joel H. Van Buren
CRD#: 7438091
303 Detroit Street, Suite 203, Ann Arbor, MI 48104

Joel Van Buren (CRD# 7438091) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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