Deroy & Devereaux Private Investment Counsel, Inc.
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 121560
- Registered since
- July 16, 2002
- Website
- www.deroydevereaux.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.46%
- State / Municipal Government12.94%
- Pension & Profit Sharing Plans12.34%
- Charitable Organizations5.27%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Deroy & Devereaux Private Investment Counsel, Inc. is an independent registered investment adviser that provides portfolio management for individuals, small businesses, and institutional clients. The firm is SEC-registered and has been so since 2002. Its advisory fees are structured both as a percentage of assets under management and on a fixed-fee basis. Investment activity centers on equity-oriented management complemented by third-party alternatives and pooled vehicles, with services aimed at high-net-worth and institutional relationships.
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 Bonds8%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$31M in ETFs
95%
$29.3M
3%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.2M | 10,698 | 26.30% |
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
- 40705 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Diversified Portfolios, Inc.
RIABloomfield Hills, MI
Modell Capital Management LLC
RIABloomfield Hills, MI
O2 Investment Partners, L.P.
RIABloomfield Hills, MI
Azimuth Capital Management
RIABloomfield Hills, MI
Flexible Plan Investments Ltd
RIABloomfield Hills, MI
Integrated Investment Consultants, LLC
RIABloomfield Hills, MI