Schechter Investment Advisors, LLC
Schechter Investment Advisors, LLC (CRD# 169114) is a financial advisory firm headquartered in Birmingham, MI. They manage $3,349,365,530 in 2,822 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management3,349MILLION
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Total Number of Accounts2,822ACCOUNTS
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Average Account Value$1,186,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, MA, MI, NJ, NY, OH, PA, TX
Kevin Beauchamp (CRD# 4509978) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 22 years of experience in the finance industry.
Anthony Chisolm (CRD# 6465692) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 8 years of experience in the finance industry.
Andrew Dean (CRD# 6981136) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 5 years of experience in the finance industry.
Richard Elias (CRD# 6525297) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 9 years of experience in the finance industry.
Aaron Hodari (CRD# 5552109) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 12 years of experience in the finance industry.
Bernard Kent (CRD# 2665636) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 16 years of experience in the finance industry.
Prasad Mohan (CRD# 5412997) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 9 years of experience in the finance industry.
Joseph Opiela (CRD# 6528797) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 8 years of experience in the finance industry.
Michael Schoffman (CRD# 5191740) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Glendale, CA and has over 17 years of experience in the finance industry.
Jordan Smith (CRD# 7082779) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 5 years of experience in the finance industry.