Exchange Capital Management is a fee-only Registered Investment Adviser providing independent financial planning and professional portfolio management. As fee-only advisers, we are not compensated by commissions but instead are compensated solely by a management fee tied to the fair market value of investments under our supervision. This helps us remain free from conflicts of interest and to act solely in your best interest. ECM serves private clients and families with assets in personal savings, trust, IRA’s and retirement plans. We also work with businesses and their corporate pensions and profit sharing plans, as well as with foundations, endowments and financial institutions. While individuals typically have $1 million or more in investable assets, we may be the right firm for you if you have $500,000 or more available to invest. An initial conversation will help us both determine if we have a good fit. More detailed information regarding Exchange Capital Management's business practices and key personnel can be found in our Form ADV Part II Uniform Application for Investment Registration. A link to this document is available on the company website.
View Top Employees from Exchange Capital Management, Inc.Website | https://www.exchangecapital.com/ |
Revenue | $5 million |
Employees | 15 (14 on RocketReach) |
Founded | 1989 |
Address | 303 Detroit Street Suite 203, Ann Arbor, Michigan 48104, US |
Phone | (734) 761-6500 |
Fax | (734) 761-8073 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 13 Million |
Keywords | Backdoor Solo 401k |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Exchange Capital Management, Inc. annual revenue was $5 million in 2024.
Andrew Stewart is the Partner | Chief Investment Officer of Exchange Capital Management, Inc..
14 people are employed at Exchange Capital Management, Inc..
Exchange Capital Management, Inc. is based in Ann Arbor, Michigan.
The NAICS codes for Exchange Capital Management, Inc. are [52393, 52, 523, 5239].
The SIC codes for Exchange Capital Management, Inc. are [62, 628].