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Exchange Capital Management Inc.

Headquartered in ANN ARBOR, MI

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Firm Information

Exchange Capital Management Inc. is an investment advisor registered with the SEC and located in Ann Arbor, MI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Exchange Capital Management has over $744 million in regulatory assets under management.

Exchange Capital Management Inc.

110 N. MILLER AVE.

ANN ARBOR, MI 48104

$744.12M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

EXCHANGE CAPITAL MANAGEMENT INC. has a total of 1 branch locations across the country.
location

ANN ARBOR, MI

Advisors at Exchange Capital Management Inc.

View All 9 Advisors
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Daniel Joseph Smith

RA

ANN ARBOR, MI

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Joseph Stephen Crowley

RA

ANN ARBOR, MI

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Benjamin Samoylov

CFA®, RA

ANN ARBOR, MI

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Daniella Maria Amore

RA

ANN ARBOR, MI

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Joel Harding Van buren

RA

ANN ARBOR, MI

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Michael Robert Reid

CFA®, RA

ANN ARBOR, MI

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Andrew David Stewart

CFA®, RA

ANN ARBOR, MI

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Noah Scott Melquist

RA

ANN ARBOR, MI

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Disclosures

There are no public disclosures for Exchange Capital Management Inc..

Frequently Asked Questions (8)

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