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 registered investment adviser that has been SEC-registered since 2006 and is organized as an LLC with individual ownership. The firm serves primarily individual and family clients and positions itself as a capital allocator that selects external managers in addition to providing in-house portfolio management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Cranbrook charges clients on a percentage-of-AUM basis and can also use 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
1 of 1Mark Fitzgerald
Chief Executive OfficerCRD 3204553
Contacts
3 of 4
Logan Ross
President & PartnerCRD 6096636
Richard Balamucki
Founding PartnerCRD 847418
Mitchell Mowid
Investment Advisor RepresentativeCRD 7528606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 197Active vs passive
$511M in ETFs
97%
$495M
<1%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $62.2M | 83,064 | 12.17% |
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
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