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REHMANN CAPITAL ADVISORY GROUP, LLC
REHMANN CAPITAL ADVISORY GROUP, LLC
REHMANN FINANCIAL
LANSING, Michigan
·
6 registered advisors
·
CRD# 123047
SEC# 801-64587
12
517-316-2400
01
Firm Overview
AUM
$3.8B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SERVICING FEES FROM CUSTODIANS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at REHMANN CAPITAL ADVISORY GROUP, LLC
6 registered advisors
Amy E Flourry
LANSING, Michigan
CRD# 3221149
Frederick John Schaard
LANSING, Michigan
CRD# 1101334
Jeffrey Phillips
LANSING, Michigan
CRD# 4319983
Joan Payne
LANSING, Michigan
CRD# 5654678
Nicole Anne Spitzley
LANSING, Michigan
CRD# 5526351
Ryan Sullivan
LANSING, Michigan
CRD# 4514250
05
Office Locations
LANSING, Michigan
6 advisors
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Data sourced from SEC Form ADV filings. REHMANN CAPITAL ADVISORY GROUP, LLC (CRD# 123047) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.