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 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$5B
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.
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