Cranbrook Wealth Management, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 132058
- Registered since
- February 15, 2006
- Website
- www.cranbrookwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.15%
- Individuals29.01%
- Pension & Profit Sharing Plans0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cranbrook Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2006. The firm positions itself as a capital allocator for individual and family clients, combining financial planning with discretionary portfolio management and select advisor-sourcing services. Its written advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include both a percentage-of-assets model and fixed fees. 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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 193Active vs passive
$504M in ETFs
97%
$489M
<1%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $63.4M | 82,795 | 12.57% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 36330 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lsia
RIABloomfield Hills, MI
Integrated Investment Consultants, LLC
RIABloomfield Hills, MI
Northern Financial Advisors, Inc
RIABloomfield Hills, MI
Lifecycle Financial Planners Inc.
RIABloomfield Hills, MI
Heron Bay Capital Management
RIABloomfield Hills, MI
Alidade Capital, LLC
RIABloomfield Hills, MI