Straitgate Financial LLC

Straitgate Financial LLC (CRD# 124798) is a financial advisory firm headquartered in Northville, MI. They manage $10,567,581 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $85,222
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MI

Financial Advisors at Straitgate Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith B. Southwick
CRD#: 2522404
410 S. Main Street, Ste. 1, Northville, MI 48167
84
Wealthminder
score

Keith Southwick (CRD# 2522404) is an Investment Advisor Representative working at Straitgate Financial LLC in Northville, MI and has over 22 years of experience in the finance industry. Keith Southwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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