30,000 Ft Wealth Management

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
1

Firm details

Headquarters
Sterling Heights, Michigan
CRD number
340646
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

30,000 Ft Wealth Management is a limited liability company operated by an individual owner that provides fee-based financial advice and portfolio management. The firm charges either a percentage of assets under management or fixed fees and lists services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. It is not identified as an active ESG investor, is not a multi-state adviser, and is not marked as a capital allocator. The firm's SEC registration year is not provided. The firm’s classification is listed as unclassified and it is not designated as a related adviser. Although pension consulting services are among the advisory activities the firm reports, the record also notes it is not flagged as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Jeffrey Manzella

    Jeffrey Manzella

    PresidentCRD 5643276

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sterling Heights, MI

Macomb

Location

Sterling Heights, MI

Headquartered in Sterling Heights, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Macomb
Address
35655 Mound Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth