other names
Telemus Investment Management, LLC operates as an investment management company. The Company offers asset management, alternatives, insurance, investment strategies, financial planning, and wealth advisory services. Telemus Investment Management serves customers in the States of Michigan and California.

Adviser Profile

Registration status Terminated
As of Date 03/23/2024
Adviser Type - Large advisory firm
Number of Employees 52
of those in investment advisory functions 24
AUM* 2,972,199,618
of that, discretionary 2,391,503,994
Private Fund GAV* 0 -100.00%
Avg Account Size 680,604
% High Net Worth 33.83%
SMA’s Yes
Private Funds 0 3
Contact Info 248 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 759M 379M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$43,906,835 % Position4.00% $ Change9.00% # Change-3.00%
Stck Ticker464287614 Stock NameISHARES TR $ Position$47,113,877 % Position4.00% $ Change15.00% # Change1.00%
Stck Ticker464287804 Stock NameISHARES TR $ Position$48,600,977 % Position4.00% $ Change9.00% # Change-5.00%
Stck Ticker464287622 Stock NameISHARES TR $ Position$44,656,312 % Position4.00% $ Change9.00% # Change-3.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$38,945,686 % Position3.00% $ Change14.00% # Change-4.00%
Stck Ticker464287598 Stock NameISHARES TR $ Position$31,890,721 % Position3.00% $ Change16.00% # Change7.00%
Stck Ticker217204106 Stock NameCOPART INC $ Position$39,525,115 % Position3.00% $ Change14.00% # Change0.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$18,928,661 % Position2.00% $ Change15.00% # Change-4.00%
Stck Ticker33738D309 Stock NameFIRST TR EXCHANGE-TRADED FD $ Position$20,741,788 % Position2.00% $ Change5.00% # Change4.00%
Stck Ticker46434G103 Stock NameISHARES INC $ Position$23,989,568 % Position2.00% $ Change7.00% # Change0.00%

Brochure Summary