U
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2013
- Office Locations
- 1
Office Locations
1894 W. Eleven Mile Road Berkley MI
About Underhill Investments, LLC
Underhill Investments, LLC is a Michigan-registered RIA led by David S. Underhill (attorney, investment advisor representative, and insurance advisor) integrating estate and tax planning with investment and insurance planning for individuals and families focused on retirement needs and efficient wealth transfer. Portfolios are implemented primarily with ETFs and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$311.1K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
DAVID STUART UNDERHILL
Chief Compliance Officer, Managing Member, President
- CRD
- #5772880
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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