30,000 Ft Wealth Management

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
1

Firm details

Headquarters
Sterling Heights, Michigan
CRD number
340646
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

30,000 Ft Wealth Management is an individual-owned LLC registered in Michigan that provides fee-based advisory services to private clients and institutions. The firm lists financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory activities. Its stated fee arrangements include both a percentage-of-AUM model and fixed fees. The firm does not position itself as a capital allocator and does not identify as an ESG-focused or multi-state adviser in its profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jeffrey Manzella

    Jeffrey Manzella

    PresidentCRD 5643276

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sterling Heights, MI

Macomb

Location

Sterling Heights, MI

Headquartered in Sterling Heights, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Macomb
Address
35655 Mound Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth