Firms by city
Registered investment advisers in Bloomfield Hills, MI
2 SEC-registered advisers headquartered in Bloomfield Hills, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Yousif Capital ManagementCRD 312511 | Bloomfield Hills, MI | $14.73B | 8 | 444 |
| Gregory J. Schwartz &CRD 7294 | Bloomfield Hills, MI | $10.49B | 23 | 1,737 |
Yousif Capital ManagementCRD 312511$14.73B
- Headquarters
- Bloomfield Hills, MI
- Advisory staff
- 8
- Clients
- 444
Gregory J. Schwartz &CRD 7294$10.49B
- Headquarters
- Bloomfield Hills, MI
- Advisory staff
- 23
- Clients
- 1,737
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bloomfield Hills on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Michigan.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.