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Investment Consulting Group of Birmingham Michigan

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we are a boutique investment advisory company, headquartered in birmingham mi with remote locations in dearborn and novi. founded in 1999 we work with clients across the country. $577mm in assets under management, as of november 2022 we help advise on approximately 706 households and their generations, as of november 2022 we are full service and adhere to a process that helps provide a blueprint for success. we adhere to a service schedule for our client’s needs, which helps to ensure a through z. education is a big part of our service. investment products and services are offered through wells fargo advisors financial network llc (wfafn), member spic, a registered broker-dealer and a separate non bank affiliate of wells fargo and company. any other referenced entity is a separate entity from wfafn opinions and comments do not necessarily represent the views of our firm. additional guidelines can be found on wfa.com/social j. headquarters: 500 s. old woodward birmingham, mi 48009

Headquarters:
Birmingham, Michigan, United States, 48009
Industry:
Financial Services
Founded:
1999
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -
Social SecurityEmployee Stock Ownership Plans (Esops)Risk ManagementTax Planning StrategiesCash Balance PlansEstate Planning StrategiesRetirement PlanningInvestment Management

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Investment Consulting Group of Birmingham Michigan's headquarters is located at Birmingham, Michigan, United States, 48009

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Investment Consulting Group of Birmingham Michigan is in the industry of: Financial Services

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