The Practical Investor, LLC
The Practical Investor, LLC (CRD# 116747) is a financial advisory firm headquartered in Holt, MI. They manage $2,284,004 in 63 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2MILLION
-
Total Number of Accounts63ACCOUNTS
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Average Account Value$36,254
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at The Practical Investor, LLC
No Advisor Found.
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