Assets Under Management
$890.0M
Number of Clients
4,714
Number of Advisors
51
Average Client AUM
$189K
AUM per Advisor
$17.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
SAM offers financial planning and investment management services, including determining financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They also offer referral to third-party money managers. SAM does not act as a custodian of client assets.
2565 West Maple Rd, Troy, MI, 48084