Telemus Capital, LLC

Telemus Capital, LLC (CRD# 168794) is a financial advisory firm headquartered in Southfield, MI. They manage $2,591,270,783 in 3,782 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,591
    MILLION
  • Total Number of Accounts
    3,782
    ACCOUNTS
  • Average Account Value
    $685,159
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, CT, DE, FL, GA, IA, IL, IN, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA, WI

Financial Advisors at Telemus Capital, LLC
Showing 1 - 10 of 26 top financial advisors.
1
David E. Post
CRD#: 861819
Two Towne Square, Suite 800, Southfield, MI 48076
98
Wealthminder
score

David Post (CRD# 861819) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 6 years of experience in the finance industry.

2
Joshua S. Levine
CRD#: 5001914
Two Towne Square, Suite 800, Southfield, MI 48076
96
Wealthminder
score

Joshua Levine (CRD# 5001914) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 12 years of experience in the finance industry. Joshua Levine 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.

3
Melissa A. Parkins
CRD#: 5792579
Two Towne Square, Suite 800, Southfield, MI 48076
96
Wealthminder
score

Melissa Parkins (CRD# 5792579) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 5 years of experience in the finance industry. Melissa Parkins 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.

4
Adam M. Pawloski
CRD#: 5337858
Two Towne Square, Suite 800, Southfield, MI 48076
96
Wealthminder
score

Adam Pawloski (CRD# 5337858) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 7 years of experience in the finance industry. Adam Pawloski 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.

5
Mary F. Bakhaus
CRD#: 826129
Two Towne Square, Suite 800, Southfield, MI 48076
93
Wealthminder
score

Mary Bakhaus (CRD# 826129) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 25 years of experience in the finance industry.

6
Andrew R. Bass
CRD#: 4944686
Two Towne Square, Suite 800, Southfield, MI 48076
93
Wealthminder
score

Andrew Bass (CRD# 4944686) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 12 years of experience in the finance industry.

7
Lauren M. Genuardi
CRD#: 4662450
1 North Franklin Street, Suite 1105, Chicago, IL 60606
93
Wealthminder
score

Lauren Genuardi (CRD# 4662450) is an Investment Advisor Representative working at Telemus Capital, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

8
Robert N. Hochkins
CRD#: 6103447
110 Miller Avenue, Suite 300, Ann Arbor, MI 48104
93
Wealthminder
score

Robert Hochkins (CRD# 6103447) is an Investment Advisor Representative working at Telemus Capital, LLC in Ann Arbor, MI and has over 5 years of experience in the finance industry.

9
Diana J. Joseph
CRD#: 1996648
1 North Franklin Street, Suite 1105, Chicago, IL 60606
93
Wealthminder
score

Diana Joseph (CRD# 1996648) is an Investment Advisor Representative working at Telemus Capital, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

10
Eric C. Oppenheim
CRD#: 2444926
Two Towne Square, Suite 800, Southfield, MI 48076
93
Wealthminder
score

Eric Oppenheim (CRD# 2444926) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 7 years of experience in the finance industry.

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