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MANAGED ASSET PORTFOLIOS, LLC
MANAGED ASSET PORTFOLIOS, LLC
ROCHESTER, Michigan
·
8 registered advisors
·
CRD# 109574
SEC# 801-58125
0
248-601-6677
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MANAGED ASSET PORTFOLIOS, LLC
8 registered advisors
Brian David Newcombe
ROCHESTER, Michigan
CRD# 2419873
Daniel Scott Patterson
ROCHESTER, Michigan
CRD# 1254698
Jayne Ellen Nizza
ROCHESTER, Michigan
CRD# 1375612
Karen Michele Culver
ROCHESTER, Michigan
CRD# 2128648
Michael Stephen Dzialo
ROCHESTER, Michigan
CRD# 1666150
Peter Jordan Swan
ROCHESTER, Michigan
CRD# 2352280
Susan Husovsky
ROCHESTER, Michigan
CRD# 1686608
Thomas Patrick Fitzgerald
ROCHESTER, Michigan
CRD# 2617750
05
Office Locations
ROCHESTER, Michigan
8 advisors
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Data sourced from SEC Form ADV filings. MANAGED ASSET PORTFOLIOS, LLC (CRD# 109574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.