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MAINSTAY CAPITAL MANAGEMENT, LLC
MAINSTAY CAPITAL MANAGEMENT, LLC
GRAND BLANC, Michigan
·
3 registered advisors
·
CRD# 109528
SEC# 801-58099
4
866-444-6246
01
Firm Overview
AUM
$4.2B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MAINSTAY CAPITAL MANAGEMENT, LLC
3 registered advisors
David Paul Kudla
GRAND BLANC, Michigan
CRD# 4431292
Jeremiah Ludington
GRAND BLANC, Michigan
CRD# 6328663
Shannon Mary Peterson
GRAND BLANC, Michigan
CRD# 4374510
05
Office Locations
GRAND BLANC, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. MAINSTAY CAPITAL MANAGEMENT, LLC (CRD# 109528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.