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Andrew David Stewart

Exchange Capital Management Inc.

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About Andrew David Stewart

Andrew Stewart is a financial advisor registered with Exchange Capital Management Inc. based in Ann Arbor, MI. Andrew has been in the industry since 2014 and specializes in providing financial planning, portfolio management for individuals and businesses. Andrew has a strong background in finance and holds a Chartered Financial Analyst designation.

Firm Information

Andrew Stewart is currently registered with Exchange Capital Management Inc.. 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.

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Andrew Stewart’s Registration & Firm History

MI

10/31/2018 - Present

Exchange Capital Management Inc. (ANN ARBOR MI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew David Stewart.
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