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 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
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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