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- Custodian
- Assetmark ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2001
- Office Locations
- 1
Office Locations
About Straitgate Financial L.l.c.
StraitGate Financial LLC is an independent, fee-only fiduciary financial planning firm in Northville, Michigan serving metro-Detroit and beyond since 2001. The team provides comprehensive, ongoing planning and implementation for individuals, couples, and families across life stages, using an asset-allocation approach that often includes ETFs and mutual funds. Clients can meet virtually, and the firm includes CFP/ChFC/CLU credentialed planners and works with platforms such as Pershing.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH BRIAN SOUTHWICK
Chief Executive Officer, Financial Planner, President
- CRD
- #2522404
- Ownership
- 50% but less than 75%
DEREK TODD SOUTHWICK
EXECUTIVE VICE PRESIDENT, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,130,252 | -- |
| Total | $18,130,252 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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