Stalt Financial, LLC
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 330522
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., BETTERMENT, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.59%
- Individuals33.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stalt Financial, LLC is an independent, Michigan-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which factors into its client solutions and product mix. Compensation mixes include percentage-of-AUM fees as well as hourly and fixed-fee arrangements, allowing flexible billing for planning and advisory 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 Equities100%
Contacts
2 of 2
Daniel Zech
Owner / Financial PlannerCRD 6719120
Catherine Toone
Owner and Financial PlannerCRD 6921512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 5700 Crooks Rd
- Time zone
- ET (UTC-5)
- Office locations
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