Underhill Investments, LLC
Firm details
- Headquarters
- Berkely, Michigan
- CRD number
- 165543
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.86%
- Individuals32.14%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Underhill Investments, LLC is a small, privately owned limited liability company that provides fee-based portfolio management for individuals and small businesses and acts as a capital allocator by selecting other advisers and third-party managers. The firm charges clients a percentage of assets under management and focuses on individual and family clients rather than institutional mandates. Underhill does not position itself as an ESG investor, is not a pension consultant, and does not report multi-state or related-adviser status.
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 Equities82%
- Cash & Cash Equivalents18%
Contacts
1 of 1
David Underhill
Investment Advisor RepresentativeCRD 5772880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Berkely, MI
Oakland
Location
Berkely, MI
Headquartered in Berkely, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1894 W 11 Mile Rd
- Time zone
- ET (UTC-5)
- Office locations
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