Exchange Capital Management Inc

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Assets, Funds, Holdings

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Exchange Capital Management Inc
CRD #104875
SEC #801-36104
CIK #0001317733
AUM
Employees 13 (85% Investors, 0% Brokers)
Phone734-761-6500
Address110 N Miller Ave
Ann Arbor, MI 48104
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
90072054036018002000200820172026
CIK Period
0001317733
Sector Form 13F Holdings Value ($M)
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 127 33.3
(b) Individuals (high net worth individuals) 240 758.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 5.8
(h) Charitable organizations 1 3.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 11.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 20.2
(n) Other 0 0.0
Total 1,337 832.8
By Discretionary
Discretionary 1,329 831.1
Non-Discretionary 8 1.7
Total 1,337 832.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 832.8
Total 1,337 832.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001317733]
SC 13G [0001317733]
Form 13D/13G Filer Form 13D/13G Subject Filed
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