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).

Current Firm Details
950 W. University, Suite 100, Rochester, MI 48307
https://www.facebook.com/managed-asset-portfolios-llc-366248867800/
By the Numbers
  • Total Assets Under Management
    1,087
    MILLION
  • Total Number of Accounts
    1,991
    ACCOUNTS
  • Average Account Value
    $545,742
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Managed Asset Portfolios, LLC
Showing 11 - 18 of 18 top financial advisors.
11
Daniel Patterson, financial advisor Rochester MI
Daniel S. Patterson
CRD#: 1254698
950 W. University, Suite 100, Rochester, MI 48307

Daniel Patterson (CRD# 1254698) 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.

12
Michael Rodzik, financial advisor Rochester MI
Michael D. Rodzik
CRD#: 4762751
950 W. University, Suite 100, Rochester, MI 48307

Michael Rodzik (CRD# 4762751) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 12 years of experience in the finance industry.

13
Peter Swan, financial advisor Rochester MI
Peter J. Swan
CRD#: 2352280
950 W. University, Suite 100, Rochester, MI 48307

Peter Swan (CRD# 2352280) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 30 years of experience in the finance industry.

14
Stephen Dzialo, financial advisor Rochester MI
Stephen M. Dzialo
CRD#: 7817618
950 W. University, Suite 100, Rochester, MI 48307

Stephen Dzialo (CRD# 7817618) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has 1 year of experience in the finance industry.

15
Julie Fici, financial advisor Rochester MI
Julie A. Fici
CRD#: 2419749
950 W. University, Suite 100, Rochester, MI 48307

Julie Fici (CRD# 2419749) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 29 years of experience in the finance industry.

16
Brian Newcombe, financial advisor Rochester MI
Brian D. Newcombe
CRD#: 2419873
950 W. University, Suite 100, Rochester, MI 48307

Brian Newcombe (CRD# 2419873) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 29 years of experience in the finance industry.

17
Chad Simon, financial advisor Rochester MI
Chad A. Simon
CRD#: 5071388
950 W. University, Suite 100, Rochester, MI 48307

Chad Simon (CRD# 5071388) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 4 years of experience in the finance industry.

18
Nicolas Vilotti, financial advisor Rochester MI
Nicolas A. Vilotti
CRD#: 7688444
950 W. University, Suite 100, Rochester, MI 48307

Nicolas Vilotti (CRD# 7688444) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has 1 year 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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