EXCHANGE CAPITAL MANAGEMENT INC

ANN ARBOR, Michigan·5 registered advisors·CRD# 104875

SEC# 801-361041734-761-6500

01

Firm Overview

AUM

$744M

Regulatory assets under management

Employees

14

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at EXCHANGE CAPITAL MANAGEMENT INC

5 registered advisors

Andrew David Stewart

ANN ARBOR, Michigan

Joseph Stephen Crowley

ANN ARBOR, Michigan

Kevin Daniel Mcveigh

ANN ARBOR, Michigan

Martin James Bodnar

ANN ARBOR, Michigan

Michael Robert Reid

ANN ARBOR, Michigan

05

Office Locations

ANN ARBOR, Michigan

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Data sourced from SEC Form ADV filings. EXCHANGE CAPITAL MANAGEMENT INC (CRD# 104875) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.