Managed Asset Portfolios, LLC

Managed Asset Portfolios, LLC (CRD# 109574) is a financial advisory firm headquartered in Rochester, MI. They manage $442,728,342 in 1,106 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    443
    MILLION
  • Total Number of Accounts
    1,106
    ACCOUNTS
  • Average Account Value
    $400,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

AZ, CA, CO, FL, IL, KY, MA, MI, MN, NC, NJ, NV, OH, TX, WI

Financial Advisors at Managed Asset Portfolios, LLC
Showing 1 - 10 of 15 top financial advisors.
1
John F. Dalton
CRD#: 2230716
10 S. Riverside Plaza, Suite 1800, Chicago, IL 60606
96
Wealthminder
score

John Dalton (CRD# 2230716) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

2
Karen M. Culver
CRD#: 2128648
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Karen Culver (CRD# 2128648) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 13 years of experience in the finance industry.

3
Michael S. Dzialo
CRD#: 1666150
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Michael Dzialo (CRD# 1666150) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 28 years of experience in the finance industry.

4
Thomas P. Fitzgerald
CRD#: 2617750
10 S. Riverside Plaza, Suite 1800, Chicago, IL 60606
93
Wealthminder
score

Thomas Fitzgerald (CRD# 2617750) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

5
Terrence P. Geary
CRD#: 2504318
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Terrence Geary (CRD# 2504318) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 22 years of experience in the finance industry.

6
Cara A. Mossington
CRD#: 5758315
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Cara Mossington (CRD# 5758315) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 6 years of experience in the finance industry.

7
Daniel S. Patterson
CRD#: 1254698
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Daniel Patterson (CRD# 1254698) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 16 years of experience in the finance industry.

8
Peter J. Swan
CRD#: 2352280
950 W. University, Suite 100, Rochester, MI 48307
93
Wealthminder
score

Peter Swan (CRD# 2352280) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 23 years of experience in the finance industry.

9
Dennis L. Engel
CRD#: 2229428
950 W. University, Suite 100, Rochester, MI 48307
90
Wealthminder
score

Dennis Engel (CRD# 2229428) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 18 years of experience in the finance industry.

10
Michael D. Rodzik
CRD#: 4762751
950 W. University, Suite 100, Rochester, MI 48307
90
Wealthminder
score

Michael Rodzik (CRD# 4762751) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 5 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.