30,000 Ft Wealth Management
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
FINTRXOverview
30,000 Ft Wealth Management is a limited liability company operated by an individual owner that provides fee-based financial advice and portfolio management. The firm charges either a percentage of assets under management or fixed fees and lists services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. It is not identified as an active ESG investor, is not a multi-state adviser, and is not marked as a capital allocator. The firm's SEC registration year is not provided. The firm’s classification is listed as unclassified and it is not designated as a related adviser. Although pension consulting services are among the advisory activities the firm reports, the record also notes it is not flagged as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jeffrey Manzella
PresidentCRD 5643276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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