Ss&H Financial Advisors, Inc.
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 112256
- Registered since
- March 9, 1982
- Website
- www.sshadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.32%
- Individuals5.05%
- Charitable Organizations4.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ss&H Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1982. The firm serves both individual and family clients as well as institutional clients, delivering portfolio management for individuals, small businesses, and other business or institutional accounts. Its fee schedules include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Ss&H reports it is not an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities66%
- Cash & Cash Equivalents30%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$14.9M in ETFs
100%
$14.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $5M | 13,249 | 33.91% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 50 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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