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 registered investment adviser organized as a limited liability company and registered with the SEC in 2017. The firm positions itself as a capital allocator that blends fiduciary advisory work for individuals, families and institutional clients with the selection of outside managers. Its advisory services span financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm 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
3 of 3CURT KNOTICK
CEO and Financial AdvisorCRD 1961768
KIRK CASSIDY
President, CEOCRD 5344038
BARRY GARRETT
Chief Compliance OfficerCRD 7593043
Contacts
3 of 12JOSHUA JACKSON
Financial AdvisorCRD 5841016
PAUL METLER
Financial AdvisorCRD 6311118
Michael Masserant
Financial AdvisorCRD 7205801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$1.2B in ETFs
98%
$1.2B
1%
$24.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $160M | 267,576 | 13.51% |
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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