Exchange Capital Management Review


Trust Score 96%
Trust Score info_outline

Last updated: May 16th, 2019. Data source: SEC filings.

Exchange Capital Management, federally registered in 1990, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 6 advisors. Exchange Capital Management manages $509.6 million and provides investment advisory services for 320 clients (1:54 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $1,592,628
Hybrid Advisor No
Disciplinary History No
Total AUM $509.6 million
Advisor / Client Ratio 1:54
Headquarters Ann Arbor, MI
SEC Filings Forms and Brochures    (CRD # 104875)
State(s) Registered CA, FL, IL, MI, OH, TX


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