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Below is the list of Top 75 Investment Management Startups And Companies in Michigan ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: Michigan
Website: huroncapital.com
Company Founded: 1999
Company Size: 11-50
Company Address: 500 Griswold Street, Detroit, Michigan, United States
Huron Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Heather Madland | Principal, Business Development | |||
Matthew Hare | Partner, Chief Financial Officer And Chief Operations Officer | |||
Doug Sutton | Partner | |||
Mark Goldstein | Operating Partner | |||
Dennis Riordan | Advisor | |||
Mollie Mcgorisk | Analyst | |||
Eric Bomball | Portfolio Company Executive |
Industry: Investment Management
Location: Michigan
Website: windquest.com
Company Founded: 1988
Company Size: 11-50
Company Address: 201 Monroe Avenue Northwest, Grand Rapids, Michigan, United States
The Windquest Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rachel David | Talent Acquisition And Development Manager | |||
Jamie Prins | Finance Manager | |||
Jason Devries | Staff Accountant |
Industry: Investment Management
Location: Michigan
Website: wsginvest.com
Company Founded: 2009
Company Size: 1-10
Company Address: 300 South Front Street, Marquette, Michigan, United States
Wealth Strategy Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rich Tegge | Owner And President | |||
Jessica Anderegg-kinonen | Director Of Operations |
Industry: Investment Management
Location: Michigan
Website: portfoliosolutions.com
Company Founded: 1999
Company Size: 11-50
Company Address: 900 Wilshire Drive, Troy, Michigan, United States
Portfolio Solutions, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Colin Grover | Director - Advisory Services And Strategy |
Industry: Investment Management
Location: Michigan
Website: waseyabek.com
Company Founded: 2011
Company Size: 1-10
Company Address: 16 Monroe Center Street Northeast, Grand Rapids, Michigan, United States
Waséyabek Development Company, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cindy Earnest | Human Resources Generalist | |||
Bethany Harris | Executive Assistant | |||
Robert Giroux | President Waseyabek Federal Services Llc. And General Manager |
Industry: Investment Management
Location: Michigan
Website: flexibleplan.com
Company Founded: 1981
Company Size: 51-200
Company Address: 3883 Telegraph Road, Bloomfield Hills, Michigan, United States
Flexible Plan Investments, Ltd. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Trent Schield | Business Development | |||
Jason Teed | Director Of Research And Senior Portfolio Manager At Quantitative Investment Firm | |||
Troy Emmerich | Executive Project Manager | |||
Melissa Karas | Chief Marketing Officer | |||
Nabeel Rizvi | Internal Associate | |||
Santhosh Laxmanmurthy | Software Architect | |||
Scheduling Wojtowicz | Scheduler |
Industry: Investment Management
Location: Michigan
Website: investmichigan.org
Company Founded: 2014
Company Size: 1-10
Company Address: 19 Clifford Street, Detroit, Michigan, United States
Invest Michigan Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jim Tenzillo | Vice President |
Industry: Investment Management
Location: Michigan
Website: bullsonwallstreet.com
Company Founded: 2009
Company Size: 1-10
Bulls On Wallstreet Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kevin Sword | Customer Relations Manager | |||
Israel Aviles | Day Trader |
Industry: Investment Management
Location: Michigan
Website: speysideequity.com
Company Founded: 2005
Company Size: 11-50
Company Address: 24 Frank Llyod Wright Drive, Ann Arbor, Michigan, United States
Speyside Equity Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Eric Wiklendt | Director, Speyside Equity |
Industry: Investment Management
Location: Michigan
Website: charterfinancialgroup.com
Company Founded: 1996
Company Size: 1-10
Charter Financial Group, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chadwick Watson | Founding Partner | |||
Tyre Johnson | Loan Acquisition Specialist | |||
Lord Carter | Loan Acquisition Specialist | |||
Don Gault | Consultant | |||
Kyle Bird | Intern | |||
Darrion Walton | Note Broker |
Industry: Investment Management
Location: Michigan
Website: launchgood.com
Company Founded: 2013
Company Size: 11-50
Company Address: 4444 2nd Avenue, Detroit, Michigan, United States
Launchgood Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mariam El-khatib | Product Manager | |||
Arthur Richards | Digital Marketing Specialist | |||
Amira Murphy | Donor Relations Specialist |
Industry: Investment Management
Location: Michigan
Website: deroydevereaux.com
Company Founded: 2002
Company Size: 11-50
Company Address: 2000 Town Center, Southfield, Michigan, United States
Deroy & Devereaux Private Investment Counsel, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Taimur Hassan | Portfolio Manager |
Industry: Investment Management
Location: Michigan
Website: retireontime.net
Company Founded: 2002
Company Size: 1-10
Company Address: 3830 Packard Road, Ann Arbor, Michigan, United States
Retire On Time Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Parker | Cpa Cfp | |||
Gloria Sanford | Fan | |||
Leah Mobley | Social Worker | |||
Geoffrey Marsh | Retire | |||
Shirley Schwartz-pollack | Accountant | |||
Ron Burt | Assistant Vice President | |||
Gary Smith | R |
Industry: Investment Management
Location: Michigan
Website: eiaalphapartners.com
Company Founded: 2017
Company Size: 1-10
Company Address: 7650 2nd Avenue, Detroit, Michigan, United States
Eia All Weather Alpha Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charles Chen | Partner |
Industry: Investment Management
Location: Michigan
Website: nylinvestments.com
Company Size: 51-200
Company Address: 30600 Telegraph Road, Bingham Farms, Michigan, United States
New York Life Investment Mgmt Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Elena Serdyuk | Senior Director | |||
Chuck Mccarthy | Director Finance | |||
Nadine Grace | Owner | |||
Walter Martin | Owner | |||
Jack Benintende | Managing Director | |||
Jake Stentz | Owner | |||
Khan Dao | Owner |
Industry: Investment Management
Location: Michigan
Website: ar2.global
Company Founded: 2015
Company Size: 1-10
Company Address: 3600 Wabeek Lake Drive West, Bloomfield Hills, Michigan, United States
Ar2 Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Girish Iyer | Partner | |||
Rick Simmons | Owner |
Industry: Investment Management
Location: Michigan
Website: calderadvisors.com
Company Founded: 1988
Company Size: 1-10
Company Address: 96 Monroe Ctr Northwest, Grand Rapids, Michigan, United States
Calder Investment Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Daren Shavell | Partner |
Industry: Investment Management
Location: Michigan
Website: pollockinvestmentadvisors.com
Company Size: 1-10
Pollock Investment Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Pollock | Managing Partner |
Industry: Investment Management
Location: Michigan
Website: miiclub.org
Company Founded: 1998
Company Size: 51-200
Company Address: 701 Tappan Avenue, Ann Arbor, Michigan, United States
Michigan Interactive Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lola Epstein | Analyst And Social Media Chair |
Industry: Investment Management
Location: Michigan
Website: trueblue.financial
Company Founded: 2008
Company Size: 1-10
Company Address: 7889 Red Arrow Highway, Stevensville, Michigan, United States
True Blue Financial, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mary Britenfeld | Investment Representative |
Industry: Investment Management
Location: Michigan
Website: synergywm.com
Company Founded: 2012
Company Size: 1-10
Company Address: 660 Cascade West Parkway Southeast, Grand Rapids, Michigan, United States
Synergy Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scott Swander | Owner And President |
Industry: Investment Management
Location: Michigan
Website: intellisys.ai
Company Founded: 2016
Company Size: 1-10
Intellisys Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Keith Lesko | Project Director And Consultant |
Industry: Investment Management
Location: Michigan
Company Size: 51-200
Company Address: 211 South Rose Street, Kalamazoo, Michigan, United States
Cfa Society West Michigan Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hunter Lewis | President |
Industry: Investment Management
Location: Michigan
Website: clarkstoncapital.com
Company Founded: 2004
Company Size: 11-50
Company Address: 91 West Long Lake Road, Bloomfield Hills, Michigan, United States
Clarkston Capital Partners Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kevin Kuhl | Chief Operating Officer | |||
Jeff Bergeron | Chairman |
Industry: Investment Management
Location: Michigan
Website: riverbankwa.com
Company Founded: 2010
Company Size: 1-10
Riverbank Wealth Advisors Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Dustin Leach | President, Wealth Advisor |
Industry: Investment Management
Location: Michigan
Website: mylsia.com
Company Founded: 2008
Company Size: 11-50
Company Address: 39533 Woodward Avenue, Bloomfield Hills, Michigan, United States
Lsia Wealth Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jay Van Cleave | Vice President And Senior Portfolio Manager | |||
Diane Bindas | Equity Trader | |||
Laurie Kuchler | Executive Assistant | |||
Martha Strom | Portfolio Manager |
Industry: Investment Management
Location: Michigan
Website: longlakecapital.com
Company Founded: 2014
Company Size: 1-10
Company Address: 74 East Long Lake Road, Bloomfield Hills, Michigan, United States
Long Lake Capital Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brian Murphy | Advisory Board Member |
Industry: Investment Management
Location: Michigan
Website: hillsdaleic.com
Company Founded: 2014
Company Size: 11-50
Company Address: 33 East College Street, Hillsdale, Michigan, United States
Hillsdale College Investment Club Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ryan Goff | Vice President |
Industry: Investment Management
Location: Michigan
Website: tecumsehenergy.com
Company Founded: 1996
Company Size: 1-10
Company Address: 9870 North Matthews Highway, Tecumseh, Michigan, United States
Tecumseh Energy Services, Inc. Usa Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jawdat Hage | Vice President Of Development |
Industry: Investment Management
Location: Michigan
Company Size: 11-50
Company Address: 202 East Washington Street, Ann Arbor, Michigan, United States
Columbia Asset Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Christen Sando | Financial Analyst | |||
Mark Middleton | Intern | |||
Kang Li | Vice President |
Industry: Investment Management
Location: Michigan
Company Founded: 1985
Company Size: 51-200
Company Address: 480 Pierce Street, Birmingham, Michigan, United States
Munder Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeffrey Sullivan | Senior Portfolio Manager | |||
Nancy Welling | Director, Public Funds | |||
Ben Upward | Senior Equity Trader At Munder Capital Management |
Industry: Investment Management
Location: Michigan
Website: managedassetportfolios.com
Company Founded: 2000
Company Size: 11-50
Company Address: 950 West University Drive, Rochester, Michigan, United States
Managed Asset Portfolios, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Dennis Engel | Regional Sales Manager-western U.s |
Industry: Investment Management
Location: Michigan
Website: bemanaged.com
Company Founded: 2006
Company Size: 1-10
Company Address: 5088 Corporate Exchange Boulevard, Grand Rapids, Michigan, United States
Bemanaged Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jay Jandasek | Portfolio Manager | |||
Tom Bryson | Portfolio Manager And Investment Advisor |
Industry: Investment Management
Location: Michigan
Website: pointecapital.com
Company Founded: 2010
Company Size: 1-10
Company Address: 63 Kercheval Avenue, Grosse Pointe Farms, Michigan, United States
Pointe Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charles Huebner | Owner And Managing Member |
Industry: Investment Management
Location: Michigan
Website: encorefinancialgroup.com
Company Founded: 2004
Company Size: 11-50
Company Address: 10595 North Straits Highway, Cheboygan, Michigan, United States
Encore Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Doug Harbold | Financial Services Representative | |||
Ed Nissley | Independent Financial Services Professional | |||
Jessica Beaubien | Client Specialist | |||
Donald Moberg | Agent | |||
Ed Nissley | Agent |
Industry: Investment Management
Location: Michigan
Company Size: 1-10
Company Address: 4897 Doral Drive, Ann Arbor, Michigan, United States
Drake Financial Services Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ravi Sharej | Financial Consultant |
Industry: Investment Management
Location: Michigan
Website: heberinvestments.com
Company Founded: 1934
Company Size: 1-10
Company Address: 36700 Woodward Avenue, Bloomfield Hills, Michigan, United States
Heber Fuger Wendin, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brad Davis | Investment Advisor |
Industry: Investment Management
Location: Michigan
Website: grandwealth.com
Company Founded: 2004
Company Size: 1-10
Company Address: 333 Bridge Street Northwest, Grand Rapids, Michigan, United States
Grand Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Katie Bravata | Finance Associate |
Industry: Investment Management
Location: Michigan
Website: russmilneford.net
Company Size: 51-200
Company Address: 24777 Hall Road, Macomb, Michigan, United States
Russ Milne Ford Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Danielle Welsh | Manager | |||
Phil Bryant | Sales | |||
Danielle Welsh | Switchboard Operator And Cashier | |||
Art Schrade | Sales |
Industry: Investment Management
Location: Michigan
Website: milestonewm.com
Company Founded: 1994
Company Size: 1-10
Company Address: 1345 Monroe Avenue Northwest, Grand Rapids, Michigan, United States
Milestone Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rosemary Varallo | Associate Advisor |
Industry: Investment Management
Location: Michigan
Website: harwoodinvestments.com
Company Founded: 2005
Company Size: 1-10
Company Address: 214 East Elm Avenue, Monroe, Michigan, United States
Harwood Investment Strategies Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lindsay Mccammon | Administrative Assistant |
Industry: Investment Management
Location: Michigan
Website: mno-bmadsen.com
Company Founded: 2007
Company Size: 11-50
Company Address: 415 East Prairie, Dowagiac, Michigan, United States
Mno-bmadsen Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Teri Barber | Administrative Assistant |
Industry: Investment Management
Location: Michigan
Website: straightline.com
Company Founded: 2002
Company Size: 11-50
Company Address: 165 Kirts Boulevard, Troy, Michigan, United States
Straightline Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Mosshart | Chief Investment Strategist | |||
Madeleine Baker | Senior Data Analyst | |||
Barbara Hartung | District Director | |||
Douglas Duff | Night Manager | |||
Dvae Listenberger | Builder | |||
Terrence Coleman | Owner | |||
Tim Mock | Supervisor At Straightline |
Industry: Investment Management
Location: Michigan
Website: bluechippartners.com
Company Size: 11-50
Company Address: 38505 Country Club Drive, Farmington Hills, Michigan, United States
Blue Chip Partners, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Liz Cotto | Administrative Assistant |
Industry: Investment Management
Location: Michigan
Website: financialtec.com
Company Founded: 1980
Company Size: 11-50
Company Address: 1500 Abbot Road, East Lansing, Michigan, United States
Financial Technology Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Linda Pulver | Pension Administrator |
Industry: Investment Management
Location: Michigan
Website: lplgreatlakes.com
Company Founded: 1997
Company Size: 11-50
Company Address: 31731 Northwestern Highway, Farmington Hills, Michigan, United States
Lpl Financial | Great Lakes Advisor Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Calum Johnson | Broker |
Industry: Investment Management
Location: Michigan
Website: legacygr.com
Company Founded: 2004
Company Size: 11-50
Company Address: 99 Monroe Avenue, Grand Rapids, Michigan, United States
Legacy Trust Gr Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Christi Powers | Senior Administrative Assistant |
Industry: Investment Management
Location: Michigan
Website: financialadvisorycorp.com
Company Founded: 1988
Company Size: 11-50
Company Address: 4251 Cascade Road Southeast, Grand Rapids, Michigan, United States
Financial Advisory Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Janice Martin | Executive Assistant To The President |
Industry: Investment Management
Location: Michigan
Website: vimawealth.com
Company Founded: 2009
Company Size: 1-10
Vima Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mike Vissotski | Owner |
Industry: Investment Management
Location: Michigan
Website: twolakes.com
Company Size: 1-10
Company Address: 29201 Telegraph Road, Southfield, Michigan, United States
Two Lakes Building Corp Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tiffany Sommer | Office Manager |
Industry: Investment Management
Location: Michigan
Website: bj-investment.com
Company Size: 1-10
Company Address: 18519 Pierson Street, Detroit, Michigan, United States
Bj Investment Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nam Ngo | President |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Heather Madland | Huron Capital | Principal, Business Development | |||
2 | Matthew Hare | Huron Capital | Partner, Chief Financial Officer And Chief Operations Officer | |||
3 | Doug Sutton | Huron Capital | Partner | |||
4 | Mark Goldstein | Huron Capital | Operating Partner | |||
5 | Dennis Riordan | Huron Capital | Advisor | |||
6 | Mollie Mcgorisk | Huron Capital | Analyst | |||
7 | Eric Bomball | Huron Capital | Portfolio Company Executive | |||
8 | Rachel David | The Windquest Group | Talent Acquisition And Development Manager | |||
9 | Jamie Prins | The Windquest Group | Finance Manager | |||
10 | Jason Devries | The Windquest Group | Staff Accountant | |||
11 | Rich Tegge | Wealth Strategy Group | Owner And President | |||
12 | Jessica Anderegg-kinonen | Wealth Strategy Group | Director Of Operations | |||
13 | Colin Grover | Portfolio Solutions, Llc | Director - Advisory Services And Strategy | |||
14 | Cindy Earnest | Waséyabek Development Company, Llc | Human Resources Generalist | |||
15 | Bethany Harris | Waséyabek Development Company, Llc | Executive Assistant | |||
16 | Robert Giroux | Waséyabek Development Company, Llc | President Waseyabek Federal Services Llc. And General Manager | |||
17 | Trent Schield | Flexible Plan Investments, Ltd. | Business Development | |||
18 | Jason Teed | Flexible Plan Investments, Ltd. | Director Of Research And Senior Portfolio Manager At Quantitative Investment Firm | |||
19 | Troy Emmerich | Flexible Plan Investments, Ltd. | Executive Project Manager | |||
20 | Melissa Karas | Flexible Plan Investments, Ltd. | Chief Marketing Officer | |||
21 | Nabeel Rizvi | Flexible Plan Investments, Ltd. | Internal Associate | |||
22 | Santhosh Laxmanmurthy | Flexible Plan Investments, Ltd. | Software Architect | |||
23 | Scheduling Wojtowicz | Flexible Plan Investments, Ltd. | Scheduler | |||
24 | Jim Tenzillo | Invest Michigan | Vice President | |||
25 | Kevin Sword | Bulls On Wallstreet | Customer Relations Manager | |||
26 | Israel Aviles | Bulls On Wallstreet | Day Trader | |||
27 | Eric Wiklendt | Speyside Equity | Director, Speyside Equity | |||
28 | Chadwick Watson | Charter Financial Group, Inc. | Founding Partner | |||
29 | Tyre Johnson | Charter Financial Group, Inc. | Loan Acquisition Specialist | |||
30 | Lord Carter | Charter Financial Group, Inc. | Loan Acquisition Specialist | |||
31 | Don Gault | Charter Financial Group, Inc. | Consultant | |||
32 | Kyle Bird | Charter Financial Group, Inc. | Intern | |||
33 | Darrion Walton | Charter Financial Group, Inc. | Note Broker | |||
34 | Mariam El-khatib | Launchgood | Product Manager | |||
35 | Arthur Richards | Launchgood | Digital Marketing Specialist | |||
36 | Amira Murphy | Launchgood | Donor Relations Specialist | |||
37 | Taimur Hassan | Deroy & Devereaux Private Investment Counsel, Inc. | Portfolio Manager | |||
38 | David Parker | Retire On Time | Cpa Cfp | |||
39 | Gloria Sanford | Retire On Time | Fan | |||
40 | Leah Mobley | Retire On Time | Social Worker |
Investment Management companies in different states of USA
Investment Management companies in different cities of Michigan
No. | Cities | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in Grand Rapids | 1404 |