Investment adviser · CRD 104875
EXCHANGE CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
ANN ARBOR, MI, United States · Form ADV filed Feb 27, 2025
- Regulatory AUM
- $833M Form ADV · Item 5.F
- Client accounts
- 1,337 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 240 | $758,650,237 | 91.1% |
| Individuals | 127 | $33,315,884 | 4.0% |
| Corporations & businesses | Fewer than 5 | $20,182,151 | 2.4% |
| Insurance companies | Fewer than 5 | $11,302,328 | 1.4% |
| Retirement plans | Fewer than 5 | $5,843,263 | 0.7% |
| Charities | Fewer than 5 | $3,515,462 | 0.4% |
| Government entities | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1940047 · Feb 27, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
110 N. MILLER AVE., 1ST FLOORANN ARBOR, MI, 48104, United States
CRD 104875
Filing source
Form ADV 1940047 · Feb 27, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.