Underhill Investments, LLC

Underhill Investments, LLC (CRD# 165543) is a financial advisory firm headquartered in Berkley, MI. They manage $1,042,314 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $57,906
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, MI

Financial Advisors at Underhill Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David S. Underhill
CRD#: 5772880
1894 W. Eleven Mile Road, Berkley, MI 48072
73
Wealthminder
score

David Underhill (CRD# 5772880) is an Investment Advisor Representative working at Underhill Investments, LLC in Berkley, MI and has over 6 years of experience in the finance industry.

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