AdvisorOS Directory
Claim Profile
MB

Michael L. Brundage

CLEAR RIDGE WEALTH MANAGEMENT, LLC·KALAMAZOO, Michigan
Unclaimed Profile
259 E. MICHIGAN AVENUE, KALAMAZOO, MI 49007CRD# 6385031Firm CRD# 172689
01

About

Michael L. Brundage is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with CLEAR RIDGE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CLEAR RIDGE WEALTH MANAGEMENT, LLC
AUM
$182M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLEAR RIDGE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6385031
Firm CRD# 172689
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KALAMAZOO?

Browse all registered financial advisors in KALAMAZOO, Michigan or claim this profile if it's yours.

Browse KALAMAZOO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael L. Brundage offer?
Michael L. Brundage specializes in Financial Planning, Investment Management. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Michael L. Brundage's credentials?
Michael L. Brundage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael L. Brundage located?
Michael L. Brundage is based in KALAMAZOO, Michigan, working with CLEAR RIDGE WEALTH MANAGEMENT, LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Michael L. Brundage charge for services?
Michael L. Brundage's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR RIDGE WEALTH MANAGEMENT, LLC?
CLEAR RIDGE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KALAMAZOO
Jack Keith Ahrens — TGAP VENTURES, LLCMichelle Larabee Eldridge — CLEAR RIDGE WEALTH MANAGEMENT, LLCCharles Dwight Wattles — LONG ROAD INVESTMENT COUNSEL, LLCSherwood M Boudeman — ARCADIA INVESTMENT MANAGEMENT CORPPete Worden Farner — TGAP VENTURES, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile