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Leanna Susan Williams

MICHIGAN ADVISORS, INC·SOUTHFIELD, Michigan
Clean recordMICHIGAN ADVISORS, INC
21415 CIVIC CENTER DRIVE, SOUTHFIELD, MI 48076CRD# 3074055Firm CRD# 124064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leanna Susan Williams · SOUTHFIELD, MI
Registration
CRD #3074055 · MICHIGAN ADVISORS, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leanna Susan Williams is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with MICHIGAN ADVISORS, INC. 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
Introduction

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03

Firm Overview

Firm
MICHIGAN ADVISORS, INC
MICHIGAN ADVISORS, INC
AUM
$68M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3074055
Firm CRD# 124064
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leanna Susan Williams offer?
Leanna Susan Williams specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Leanna Susan Williams's credentials?
Leanna Susan Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leanna Susan Williams located?
Leanna Susan Williams is based in SOUTHFIELD, Michigan, working with MICHIGAN ADVISORS, INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Leanna Susan Williams charge for services?
Leanna Susan Williams'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 MICHIGAN ADVISORS, INC?
MICHIGAN ADVISORS, INC has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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