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Cheryl Ann Kotlarz

SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, Michigan
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34100 WOODWARD AVENUE, BIRMINGHAM, MI 48009-0961CRD# 2166687Firm CRD# 108954
01

About

Cheryl Ann Kotlarz is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with SEIZERT CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SEIZERT CAPITAL PARTNERS, LLC
SEIZERT CAPITAL PARTNERS
AUM
$2.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SEIZERT CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2166687
Firm CRD# 108954
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cheryl Ann Kotlarz offer?
Cheryl Ann Kotlarz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Cheryl Ann Kotlarz's credentials?
Cheryl Ann Kotlarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Ann Kotlarz located?
Cheryl Ann Kotlarz is based in BIRMINGHAM, Michigan, working with SEIZERT CAPITAL PARTNERS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Cheryl Ann Kotlarz charge for services?
Cheryl Ann Kotlarz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEIZERT CAPITAL PARTNERS, LLC?
SEIZERT CAPITAL PARTNERS, LLC has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Adam Robert Quiring — Q3 ASSET MANAGEMENT CORPORATIONPaul Joseph Simon — TACTICAL ALLOCATION GROUP, LLCCharles Joseph Schmidt — SEIZERT CAPITAL PARTNERS, LLCThomas Beardsley Bender — SEIZERT CAPITAL PARTNERS, LLCBradford Nicholas Giaimo — Q3 ASSET MANAGEMENT CORPORATION
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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