C2 Private Wealth
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 151501
- Registered since
- May 31, 2017
- Website
- c2privatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.49%
- Individuals37.48%
- Charitable Organizations0.88%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
C2 Private Wealth is an independent limited liability investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm is SEC registered (registration effective 2017) and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its ownership structure combines a domestic entity and individual ownership, and its billing includes asset-based fees alongside hourly and fixed-fee arrangements. C2 Private Wealth does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$1.4B in ETFs
98%
$1.3B
1%
$29.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $215M | 313,430 | 15.84% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 29409 Haggerty Rd
- Time zone
- ET (UTC-5)
- Office locations
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