Predmore Advisors LLC
Firm details
- Headquarters
- Rochester Hills, Michigan
- CRD number
- 317215
- Website
- predmoreholdings.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Predmore Advisors LLC is a Michigan-registered limited liability company operated by an individual owner. The firm provides financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its published fee arrangements include asset-based charges, hourly billing, and fixed fees. The firm reports no emphasis on ESG investing, does not position itself as a multi-state or pension consultant adviser, and is not described as a capital allocator. Predmore’s regulatory filings show its advisory activity is concentrated in non-discretionary relationships, and its business appears structured to serve a very small number of accounts with a blend of planning, portfolio oversight, and educational services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester Hills, MI
Oakland
Location
Rochester Hills, MI
Headquartered in Rochester Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 2937 Waterview Dr
- Time zone
- ET (UTC-5)
- Office locations
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