Schechter Investment Advisors, LLC

Schechter Investment Advisors, LLC (CRD# 169114) is a financial advisory firm headquartered in Birmingham, MI. They manage $3,349,365,530 in 2,822 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
111 E. Merrill Street, Suite 400, Birmingham, MI 48009
https://www.facebook.com/schechterwealth/
By the Numbers
  • Total Assets Under Management
    3,349
    MILLION
  • Total Number of Accounts
    2,822
    ACCOUNTS
  • Average Account Value
    $1,186,877
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.

AZ, CA, CO, FL, IL, IN, MA, MI, NJ, NY, OH, PA, TX

Financial Advisors at Schechter Investment Advisors, LLC
Showing 11 - 13 of 13 top financial advisors.
11
John Stein, financial advisor Birmingham MI
John E. Stein
CRD#: 2991314
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

John Stein (CRD# 2991314) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 14 years of experience in the finance industry.

12
Colin Steinberg, financial advisor Birmingham MI
Colin C. Steinberg
CRD#: 6353569
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Colin Steinberg (CRD# 6353569) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 7 years of experience in the finance industry.

13
Bradley Feldman, financial advisor Birmingham MI
Bradley K. Feldman
CRD#: 6537874
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Bradley Feldman (CRD# 6537874) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 3 years 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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