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Kevin Daniel Mcveigh

EXCHANGE CAPITAL MANAGEMENT INC·ANN ARBOR, Michigan
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303 DETROIT STREET, ANN ARBOR, MI 48104CRD# 1513999Firm CRD# 104875
01

About

Kevin Daniel Mcveigh is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with EXCHANGE CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXCHANGE CAPITAL MANAGEMENT INC
EXCHANGE CAPITAL MANAGEMENT INC
AUM
$744M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at EXCHANGE CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1513999
Firm CRD# 104875
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Daniel Mcveigh offer?
Kevin Daniel Mcveigh specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Kevin Daniel Mcveigh's credentials?
Kevin Daniel Mcveigh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Daniel Mcveigh located?
Kevin Daniel Mcveigh is based in ANN ARBOR, Michigan, working with EXCHANGE CAPITAL MANAGEMENT INC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Kevin Daniel Mcveigh charge for services?
Kevin Daniel Mcveigh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCHANGE CAPITAL MANAGEMENT INC?
EXCHANGE CAPITAL MANAGEMENT INC has approximately 14 employees and manages $744M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANN ARBOR
Alexandra Maier — SPEYSIDE PRIVATE FUND ADVISERS LLCAdam Gilbert Boyden — RPM VENTURES III MANAGEMENT, L.L.C.Kelly Chesney — RENAISSANCE VENTURE PARTNERS GP, LLCOliver Maier — SPEYSIDE PRIVATE FUND ADVISERS LLCStanley Joseph Learman — ARBOR INVESTMENT MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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