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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-2012
- Office Locations
- 1
Office Locations
About Huron Investment Management, Inc.
Huron Investment Management is a boutique, fee-only RIA providing wealth management, investment management, and retirement-focused financial planning for individuals, families, and small businesses. The firm works one-on-one to set goals, analyze cash flow and risk, and implement recommendations, coordinating with outside professionals when needed. Client portfolios are built with funds/ETFs (Schwab custody), and the firm notes it takes no product commissions and invests alongside clients.
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Owner & Executives
TIMOTHY THOMAS BODNAR
Chief Compliance Officer, Managing Director, President
- CRD
- #5130172
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,706,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,706,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,706,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $201,730,585 | 26.5% |
| Equity - Exchange | $199,446,842 | 26.2% |
| Cash | $242,837,949 | 31.9% |
| Private Funds | $117,232,114 | 15.4% |
| Total | $761,247,490 | 100.0% |