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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • 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
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, TX

Financial Advisors at The Practical Investor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony M. Cherniawski
CRD#: 712628
Mason, MI
83
Wealthminder
score

Anthony Cherniawski (CRD# 712628) is an Investment Advisor Representative working at The Practical Investor, LLC in Mason, MI and has over 36 years of experience in the finance industry.

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