Unclaimed Profile

Beth Anne Obear

MUNDER CAPITAL MANAGEMENT·BIRMINGHAM, Michigan

Clean recordMUNDER CAPITAL MANAGEMENT

480 PIERCE STREET, BIRMINGHAM, MI 48009CRD# 4516068Firm CRD# 106810

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Beth Anne Obear · BIRMINGHAM, MI

Registration

CRD #4516068 · MUNDER CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Beth Anne Obear is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with MUNDER CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MUNDER CAPITAL MANAGEMENT

AUM

$14.3B

Regulatory assets under management

Employees

126

Total firm employees

View all advisors at MUNDER CAPITAL MANAGEMENT →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4516068

Firm CRD# 106810

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Beth Anne Obear offer?

Beth Anne Obear specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are Beth Anne Obear's credentials?

Beth Anne Obear is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beth Anne Obear located?

Beth Anne Obear is based in BIRMINGHAM, Michigan, working with MUNDER CAPITAL MANAGEMENT. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Beth Anne Obear charge for services?

Beth Anne Obear's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUNDER CAPITAL MANAGEMENT?

MUNDER CAPITAL MANAGEMENT has approximately 126 employees and manages $14.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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