Managed Asset Portfolios, LLC
Managed Asset Portfolios, LLC (CRD# 109574) is a financial advisory firm headquartered in Rochester, MI. They manage $1,086,571,483 in 1,991 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,087MILLION
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Total Number of Accounts1,991ACCOUNTS
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Average Account Value$545,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MN, MS, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
Jeffrey Bonynge (CRD# 7024213) 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.
Karen Culver (CRD# 2128648) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 21 years of experience in the finance industry.
John Dalton (CRD# 2230716) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Michael Dzialo (CRD# 1666150) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 35 years of experience in the finance industry.
Dennis Engel (CRD# 2229428) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 26 years of experience in the finance industry.
Zachary Fellows (CRD# 6537788) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 8 years of experience in the finance industry.
Thomas Fitzgerald (CRD# 2617750) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 20 years of experience in the finance industry.
Steven Husovsky (CRD# 6507755) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 8 years of experience in the finance industry.
Samuel Morley (CRD# 7014151) 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.
Robert Naber (CRD# 2227152) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Phoenix, AZ and has over 23 years of experience in the finance industry.