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 organized as a corporation and SEC-registered since 2002. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on discretionary portfolio management for individuals, small businesses and other businesses or institutions. Fee arrangements include both a percentage-of-assets model and fixed fees. The firm does not describe itself as an active ESG investor and is not listed as a pension consultant or related adviser.
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
2 of 2
Jeffrey Wardlow
Chief Investment Officer/Portfolio ManagerCRD 4608320
Mary Elizabeth Grabel
Chief Compliance OfficerCRD 2788526
Contacts
3 of 10
Laree Perez
Vice PresidentCRD 707650
Sarah Schattner
Director of Marketing & Client ServiceCRD 5762630
Sean Wright
Portfolio ManagerCRD 5665355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$42.9M in ETFs
95%
$40.8M
3%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.8M | 10,415 | 18.11% |
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
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