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| SS&H Financial Advisors Inc
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|---|---|
| CRD # | 112256 |
| SEC # | 801-17015 |
| CIK # | 0001911735 |
| AUM | 482.2 M (2026-03-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-538-9755 |
| Address | 50 W Big Beaver Rd Suite 225 Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 24.4 |
| (b) Individuals (high net worth individuals) | 67 | 435.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 22.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 252 | 482.2 |
| By Discretionary | ||
| Discretionary | 249 | 463.2 |
| Non-Discretionary | 3 | 19.0 |
| Total | 252 | 482.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 482.2 | |
| Total | 252 | 482.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911735] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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