Clarkston Capital Partners, LLC

Clarkston Capital Partners, LLC (CRD# 143456) is a financial advisory firm headquartered in Rochester, MI. They manage $6,694,905,625 in 2,124 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
303 East Third St, Suite 110, Rochester, MI 48307
https://www.clarkstoncapital.com
By the Numbers
  • Total Assets Under Management
    6,695
    MILLION
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $3,152,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI

Financial Advisors at Clarkston Capital Partners, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Kurt Terrien, financial advisor Rochester MI
Kurt P. Terrien
CRD#: 3188114
303 East Third Street, Suite 110, Rochester, MI 48307

Kurt Terrien (CRD# 3188114) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has over 8 years of experience in the finance industry.

12
Jake Powers, financial advisor Rochester MI
Jake M. Powers
CRD#: 7870041
303 East Third St, Suite 110, Rochester, MI 48307

Jake Powers (CRD# 7870041) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has 1 year of experience in the finance industry.

13
Rebecca Wagner, financial advisor Scottsdale AZ
Rebecca G. Wagner
CRD#: 6183629
6720 N Scottsdale Rd, Suite 385, Scottsdale, AZ 85253

Rebecca Wagner (CRD# 6183629) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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