Adviser Profile
| As of Date | 06/04/2025 |
| Registration status | Registration Changed to CIRRUS CAPITAL LLC |
| ADV Location | BIRMINGHAM, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 124,261,256 63% |
| of that, discretionary | 124,261,256 63% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 84,188 -6% |
| % High Net Worth | 11.90% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds