Ss&H Financial Advisors, Inc.
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 112256
- Registered since
- March 9, 1982
- Website
- www.sshadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.32%
- Individuals5.05%
- Charitable Organizations4.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ss&H Financial Advisors, Inc. is an independent, SEC-registered investment adviser that has operated since 1982. The firm is owner-operated and serves a mix of individual and family clients alongside institutional and business accounts. Its advisory work centers on discretionary portfolio management for individuals, small businesses and other business or institutional clients. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements. The firm does not identify as an active ESG investor and does not operate as a capital allocator.
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 Equities66%
- Cash & Cash Equivalents30%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
2 of 2
Robert Sinnaeve
Certified Financial PlannerCRD 4385507
Gerald Dehondt
Vice PresidentCRD 1943376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$16M in ETFs
100%
$16M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $4.8M | 13,049 | 30.00% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 50 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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