M
CRD: 311449
MID Michigan Insurance AND Financial Services LLC
BAY City, MI, 48706
9893279660
$6.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 2
Office Locations
408 South Main ST Auburn IN
815 E Midland ST Suite 2 BAY City MI
About MID Michigan Insurance AND Financial Services LLC
MID Michigan Insurance AND Financial Services LLC is a BAY City-based RIA with 2 offices. The firm has been operating for 5 years. Managing $6.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$119.9K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Wave
Investment Themes
Capital legacy Glacier ember
Investment Vehicles
Summit
Services
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Owner & Executives
E
Erik James Thompson
Chief Executive Officer, Investment Advisor
- CRD
- #6701093
- Ownership
- 75% or more
(353) 756-3887
glacier.delta@pioneercapital.com
in linkedin.com/in/meridian-value
Showing 1 of 1 owners & executives
Unlock allContacts
Jeremy William Watson
Registered Investment Advisor
- CRD
- #7057419
(741) 788-4651
beacon.zenith@ridgecapital.com
in linkedin.com/in/oak-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,235,626 | -- |
| Total | $6,235,626 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,235,626
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $5,804,559,341 | 100.0% |
| Total | $5,804,559,341 | 100.0% |