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LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
LEJEUNE PUETZ INVESTMENT COUNSEL
TRAVERSE CITY, Michigan
·
1 registered advisor
·
CRD# 108738
SEC# 801-54913
0
231-922-0525
01
Firm Overview
AUM
$342M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
1 registered advisor
John Charles Puetz
TRAVERSE CITY, Michigan
CRD# 4351483
05
Office Locations
TRAVERSE CITY, Michigan
1 advisor
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Data sourced from SEC Form ADV filings. LEJEUNE PUETZ INVESTMENT COUNSEL, LLC (CRD# 108738) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.