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- Custodian
- Altruist · Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- TimberFusion meridian
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
About Exchange Street Capital
Exchange Street Capital, LLC is a Michigan-registered investment adviser providing clear, personalized wealth management for individuals, families, and business owners. The firm delivers financial planning, retirement planning, investment management, and business retirement solutions with a client-first, transparent approach focused on long-term goals. Platform relationships include Charles Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jennifer Boodt
Co-founder, Managing Member
- CRD
- #8018225
- Ownership
- 50% but less than 75%
MELANIE NICOLE MEYER
Chief Compliance Officer, Co-founder, Managing Member
- CRD
- #4368116
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,037,779 | -- |
| Non-Discretionary | $5,716,860 | -- |
| Total | $32,754,639 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,754,639
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,514,039,600 | 27.4% |
| Equity - Exchange | $2,320,790,627 | 42.0% |
| Cash | $1,690,861,742 | 30.6% |
| Total | $5,525,691,969 | 100.0% |