Lejeune Puetz Investment Counsel Review


Trust Score 93%
Trust Score info_outline

Last updated: June 11th, 2019. Data source: SEC filings.

Lejeune Puetz Investment Counsel, federally registered in 1997, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Lejeune Puetz Investment Counsel manages $250.6 million and provides investment advisory services for 79 clients (1:79 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $3,171,799
Hybrid Advisor No
Disciplinary History No
Total AUM $250.6 million
Advisor / Client Ratio 1:79
Headquarters 13721 West Bay Shore Drive Traverse City, MI 49684
SEC Filings Forms and Brochures    (CRD # 108738)
State(s) Registered MI


Questions & Answers



Get answers about Lejeune Puetz Investment Counsel


Ask a question question_answer


Share Firm Profile