|
⚲
|
| Exchange Capital Management Inc
✚
|
|
|---|---|
| CRD # | 104875 |
| SEC # | 801-36104 |
| CIK # | 0001317733 |
| AUM | $609.9 MM (2023-03-28) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 734-761-6500 |
| Address | 303 Detroit Street Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 60.2 |
| (b) Individuals (high net worth individuals) | 176 | 502.3 |
| (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 | 2 | 8.1 |
| (h) Charitable organizations | 1 | 3.5 |
| (i) State or municipal government entities | 1 | 3.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 11.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 20.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,042 | 609.9 |
| By Discretionary | ||
| Discretionary | 1,033 | 608.2 |
| Non-Discretionary | 9 | 1.7 |
| Total | 1,042 | 609.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 609.9 | |
| Total | 1,042 | 609.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001317733] | |
| SC 13G | [0001317733] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Exchange Capital Management Inc | WisdomTree Trust | [2021-02-05] |
| Exchange Capital Management Inc | Gemphire Therapeutics Inc | [2017-02-10] |
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