Assets Under Management
$3.9B
Number of Clients
908
Number of Advisors
N/A
Average Client AUM
$4.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
SIA provides financial planning and investment management services, including asset allocation, insurance needs analysis, retirement planning, estate planning, and tax planning. They manage client portfolios on a discretionary and non-discretionary basis, primarily allocating assets among independent investment managers, mutual funds, ETFs, and individual securities. SIA also recommends investments in privately placed securities for accredited investors. They tailor services to meet individual client needs and consult with clients regularly to determine their risk tolerance and investment objectives.
111 E. Merrill Street, Suite 400, Birmingham, MI, 48009