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SIENA CAPITAL MANAGEMENT, LLC
SIENA CAPITAL MANAGEMENT, LLC
SIENA WEALTH ADVISORS
GRAND LEDGE, Michigan
·
2 registered advisors
·
CRD# 117646
SEC# 801-107786
1
517-627-1412
01
Firm Overview
AUM
$219M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SIENA CAPITAL MANAGEMENT, LLC
2 registered advisors
Roger Lewis Millbrook
GRAND LEDGE, Michigan
CRD# 3155488
Stephen Louis Hicks
GRAND LEDGE, Michigan
CRD# 5103902
05
Office Locations
GRAND LEDGE, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. SIENA CAPITAL MANAGEMENT, LLC (CRD# 117646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.