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Jeremy Joseph Modell

CLARKSTON CAPITAL PARTNERS, LLC·ROCHESTER, Michigan
Unclaimed Profile
303 EAST THIRD ST, ROCHESTER, MI 48307CRD# 2729149Firm CRD# 143456
01

About

Jeremy Joseph Modell is a registered financial advisor based in ROCHESTER, Michigan, affiliated with CLARKSTON CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL PARTNERS, LLC
AUM
$6.7B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at CLARKSTON CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2729149
Firm CRD# 143456
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Joseph Modell offer?
Jeremy Joseph Modell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.
What are Jeremy Joseph Modell's credentials?
Jeremy Joseph Modell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Joseph Modell located?
Jeremy Joseph Modell is based in ROCHESTER, Michigan, working with CLARKSTON CAPITAL PARTNERS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Jeremy Joseph Modell charge for services?
Jeremy Joseph Modell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARKSTON CAPITAL PARTNERS, LLC?
CLARKSTON CAPITAL PARTNERS, LLC has approximately 37 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCHESTER
Charles Paul Reinhold — CPR INVESTMENTS INCGerald Wayne Hakala — CLARKSTON CAPITAL PARTNERS, LLCSalvatore F. (mi Only) Gianino — CLARKSTON CAPITAL PARTNERS, LLCMichael Stephen Dzialo — MANAGED ASSET PORTFOLIOS, LLCJeffrey Anthony Hakala — CLARKSTON CAPITAL PARTNERS, 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
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