Exchange Capital Management Inc

  • Financial Services
  • Ann Arbor MI
  • 12 employees
  • Investment Management
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Company Overview

Headquarters
303 Detroit Street Suite 203, Ann Arbor MI
Website
exchangecapital.com
Phone
(734) 761-6500
Employees
12
Founded in
1989
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is Exchange Capital Management Inc

Exchange Capital Management Inc. is a fee-only Registered Investment Adviser based in Ann Arbor, Michigan. The company employs 12 people and generates $5 million in annual revenue. Exchange Capital Management provides independent financial planning and professional portfolio management services to a variety of clients. They cater to private clients and families with assets in personal savings, trusts, IRAs, and retirement plans. The firm also works with businesses and their corporate pensions and profit-sharing plans, as well as foundations, endowments, and financial institutions. As fee-only advisors, Exchange Capital Management is compensated solely by a management fee tied to the fair market value of investments under their supervision. This structure helps them avoid conflicts of interest and prioritize their clients' best interests. For more detailed information about Exchange Capital Management's business practices and key personnel, you can refer to their Form ADV Part II Uniform Application for Investment Registration, available on their website at exchangecapital.com.

Exchange Capital Management Inc Industry Tags

Financial Planning
Investment Management
Retirement Income
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Exchange Capital Management Inc Tech Stack

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FAQ

What is the location of Exchange Capital Management Inc's headquarters?
The headquarters of Exchange Capital Management Inc are situated at 303 Detroit Street Suite 203, Ann Arbor MI
What is Exchange Capital Management Inc's phone number?
Exchange Capital Management Inc's contact number is (734) 761-6500.
What is Exchange Capital Management Inc's official website?
The official website of Exchange Capital Management Inc can be found at exchangecapital.com.
What is Exchange Capital Management Inc's current revenue?
As of January 2015, Exchange Capital Management Inc's annual revenue reached $5B.
How many employees does Exchange Capital Management Inc currently have?
Exchange Capital Management Inc employs approximately 12+ people as of January 2015
Which industries is Exchange Capital Management Inc primarily operating in?
Exchange Capital Management Inc operates in the following industries: Credit, Finance, Investment Management
What are Exchange Capital Management Inc's industry tags?
Exchange Capital Management Inc's industry tags include: Financial Planning, Investment Management, Retirement Income
When was Exchange Capital Management Inc founded?
Exchange Capital Management Inc was founded in 1989.

Employee Directory

Key Employees

Joseph Crowley

Partner

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Kevin McVeigh

Financial Advisor

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Andrew Stewart

Partner | Chief Investment Officer

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