Isto Advisors, LLC

Isto Advisors, LLC (CRD# 284560) is a financial advisory firm headquartered in Troy, MI. They manage $765,669,160 in 2,383 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2150 Butterfield Drive, Suite 220, Troy, MI 48084
http://www.istoadvisors.com
By the Numbers
  • Total Assets Under Management
    766
    MILLION
  • Total Number of Accounts
    2,383
    ACCOUNTS
  • Average Account Value
    $321,305
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, MI, TN, TX, WI

Financial Advisors at Isto Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Christopher Fisher, financial advisor Troy MI
Christopher A. Fisher
CRD#: 2536338
2150 Butterfield Drive, Suite 220, Troy, MI 48084

Christopher Fisher (CRD# 2536338) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 29 years of experience in the finance industry.

2
Kathryn Gillman, financial advisor Troy MI
Kathryn M. Gillman
CRD#: 4626629
2150 Butterfield Drive, Suite 220, Troy, MI 48084

Kathryn Gillman (CRD# 4626629) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 21 years of experience in the finance industry.

3
Paul Housey, financial advisor Troy MI
Paul E. Housey
CRD#: 3032339
2150 Butterfield Drive #220, Troy, MI 48084

Paul Housey (CRD# 3032339) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 26 years of experience in the finance industry.

4
Joshua Kinnee, financial advisor Lake Forest IL
Joshua D. Kinnee
CRD#: 5952543
580 N. Western Avenue, Lake Forest, IL 60045

Joshua Kinnee (CRD# 5952543) is an Investment Advisor Representative working at Isto Advisors, LLC in Lake Forest, IL and has over 12 years of experience in the finance industry.

5
Kara Mitchell, financial advisor Troy MI
Kara R. Mitchell
CRD#: 5982283
2150 Butterfield Drive, Suite 220, Troy, MI 48084

Kara Mitchell (CRD# 5982283) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 12 years of experience in the finance industry.

6
Michael Vendittelli, financial advisor Troy MI
Michael A. Vendittelli
CRD#: 6237980
2150 Butterfield Drive, Suite 220, Troy, MI 48084

Michael Vendittelli (CRD# 6237980) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 10 years of experience in the finance industry.

7
Adam Legg, financial advisor Troy MI
Adam J. Legg
CRD#: 6491413
2150 Butterfield Drive, Suite 220, Troy, MI 48084

Adam Legg (CRD# 6491413) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 7 years of experience in the finance industry.

8
Jill Wall, financial advisor Troy MI
Jill J. Wall
CRD#: 2152174
2150 Butterfield Drive, Suite 220, Troy, MI 48084

Jill Wall (CRD# 2152174) is an Investment Advisor Representative working at Isto Advisors, LLC in Troy, MI and has over 30 years of experience in the finance industry.

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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