Be advised. This firm is no longer registered.

Lejeune Puetz Investment Counsel

Lejeune Puetz Investment Counsel (CRD# 108738) is a financial advisory firm headquartered in Traverse City, MI. They manage $342,044,742 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13721 West Bay Shore Drive, Traverse City, MI 49684
http://www.lejeunepuetz.com
By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $4,171,277
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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Lejeune Puetz Investment Counsel
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals