Crain's Detroit Business - 2011 Book of Lists - (Page 89)

December 27, 2010 CRAIN’S DETROIT BUSINESS Page 89 CRAIN'S LIST: LARGEST MONEY MANAGERS Ranked by assets under management Company Address Rank Website Client contact David Skolnik (248) 594-4100 Assets under Assets under management management with discretion with discretion Total amount of ($000,000) ($000,000) Percent tax-exemption Jan. 2010 Jan. 2009 change portfolio Jan. 2010 $26,418.6 C $19,791.5 C 33.5% NA Minimum client size for collective /individual Advisory activities NA Financial planning, portfolio management for individuals and/or small businesses, portfolio management for businesses or institutional clients, selection of other advisers Portfolio management for individuals and/or small businesses, investment companies, and businesses or institutional clients 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. Comerica Asset Management Group B 255 E. Brown, Birmingham 48009 www.comerica.com Munder Capital Management 480 Pierce St., Birmingham 48009 www.munder.com Sharon Fayolle (248) 647-9200 15,585.0 20,990.0 -25.8 7,635.0 NA J.P. Morgan Private Wealth Management 685 St. Clair Ave., Floor 2, Grosse Pointe 48230 www.jpmorgan.com Timothy Swanson (313) 343-8592 4,500.0 4,000.0 12.5 NA NA Financial planning, portfolio management for individuals and/or small businesses Plante Moran Financial Advisors 27400 Northwestern Highway, Southfield 48034 www.pmfa.com Robert Palmer (248) 352-2500 2,683.1 2,299.5 D 16.7 NA NA Financial planning services; portfolio management for individuals and/or small businesses, businesses or institutional clients Telemus Capital Partners LLC 2 Towne Square, Suite 800, Southfield 48076 www.telemuscapital.com Rachelle Zawinsky (248) 827-0126 John Van Gorder (248) 593-1500 1,703.7 1,571.5 8.4 222.3 NA $1,000,000 Portfolio management for individuals and/or small businesses, businesses or institutional clients; pension consulting services and selection of other advisers Portfolio management for individuals and/or small businesses, investment companies and businesses or institutional clients Seizert Capital Partners 1,516.5 E 826.0 F 83.6 NA NA 185 Oakland Ave., Suite 100, Birmingham 48009 www.seizertcapital.com NorthPointe Capital LLC 101 W. Big Beaver Road, Suite 745, Troy 48084 www.northpointecapital.com Ken Kosiorek (248) 457-1559 1,209.8 1,625.3 -25.6 1,152.4 100,000 10,000,000 Portfolio management for individuals and/or small businesses, investment companies and businesses or institutional clients; other LS Investment Advisors LLC William Camp 39533 Woodward Ave., Suite 302, Bloomfield Hills 48304 (248) 430-0262 www.LSInvestmentAdvisors.com 1,019.3 1,054.6 -3.3 466.5 NA 1,000,000 Portfolio management for individuals and/or small businesses and businesses or institutional clients Advance Capital Management 1 Towne Square, Suite 444, Southfield 48076 www.acfunds.com Joe Theisen (248) 350-8543 1,016.7 725.0 F 40.2 NA NA Financial planning services; portfolio management for individuals and/or small businesses, investment companies and businesses or institutional clients Portfolio management for investment companies and businesses or institutional clients Ambassador Capital Management 500 Griswold Ave., Suite 2800, Detroit 48226 www.ambassador-capital.com Tal Gunn (313) 961-3111 822.2 789.6 4.1 NA NA 5,000,000 Mainstay Capital Management LLC 100 E. Big Beaver Road, Troy 48083 www.mainstaycapital.com David Kudla (866) 444-6246 786.6 502.5 56.5 0.0 150,000 150,000 Financial planning services; portfolio management for individuals and/or small businesses Sigma Planning Corp. 4261 Park Road, Ann Arbor 48103 www.sigmafinancial.com Jerry Rydell (734) 663-1611 761.0 G 418.0 H 82.1 NA NA Financial planning services; portfolio management for individuals and/or small businesses and businesses or institutional clients; selection of other advisers; other Portfolio management for individuals and/or small businesses and businesses or institutional clients Portfolio Solutions LLC 900 Wilshire Drive, Suite 200, Troy 48084 www.portfoliosolutions.com Scott Salaske (248) 689-1550 738.5 605.0 22.1 309.0 1,000,000 1,000,000 Freedom One Financial Group 8031 M-15, Clarkston 48348 www.freedomonefinancial.com Mark Wayne (248) 620-8100 700.0 625.0 12.0 NA NA Financial planning services; portfolio management for individuals and/or small businesses and businesses or institutional clients; pension consulting services; selection of other advisers Financial planning services; portfolio management for individuals and/or small businesses and businesses or institutional clients; pension consulting services Portfolio management for individuals and/or small businesses, investment companies and businesses or institutional clients Bloom Asset Management Inc. Rick Bloom 31275 Northwestern Highway, Suite 145; Farmington Hills (248) 932-5200 48334; www.bloomassetmanagement.com 655.9 514.3 27.5 NA 250,000 250,000 Schwartz Investment Counsel Inc. 3707 W. Maple Road, Bloomfield Hills 48301 www.schwartzinvest.com Michael Schwartz (248) 644-8500 K. Larry Hastie (734) 769-7727 605.0 601.0 0.7 NA 1,000 2,000,000 Retirement Income Solutions Inc. I 568.5 452.1 25.7 NA NA 455 E. Eisenhower Parkway, Suite 300, Ann Arbor 48108 risadvisory.com Financial planning services; portfolio management for individuals and/or small businesses and businesses or institutional clients; other MBT Wealth Management Group 467 Eureka Road, Wyandotte 48192 www.mbandt.com Thomas Steele (734) 454-1346 513.7 514.4 -0.1 NA NA 300,000 Financial planning; portfolio management for individuals and/or small businesses, investment companies, businesses or institutional clients; selection of other advisers Portfolio management for individuals and/or small businesses and businesses or institutional clients; publication of periodicals or newsletters; security ratings or pricing services; other Portfolio management for individuals and/or small businesses and businesses or institutional clients Flexible Plan Investments Ltd. 3883 Telegraph Road, Suite 100, Bloomfield Hills 48302-1432; www.flexibleplan.com Len Durso (248) 642-6640 475.4 357.6 F 33.0 NA NA DeRoy & Devereaux Private Investment Counsel Inc. John Krakowiak (248) 358-3220 457.4 J 386.3 18.4 NA NA 26777 Central Park Boulevard, Suite 180, Southfield 48076 www.deroydevereaux.com This list is a compilation of the largest money managers in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. It is not a complete listing but the most comprehensive available. Assets under management with discretion exclude master trusts, directed trusts, options, custodial assets and advisory accounts over which no direct investment responsibility exists. NA = not available B In September 2009, Comerica realigned its three asset management units — Comerica Asset Management, World Asset Management and Wilson Kemp & Associates — under one group to form Comerica Asset Management Group. C Figure represents combined assets of Comerica Asset Management, World Asset Management and Wilson Kemp & Associates. D Figures reflects June 2009. E Figures from Form ADV filed March 2010. Form ADV is used to register an investment adviser with the U.S. Securities and Exchange Commission. F Figures from Form ADV filed March 2009. G Figures from Form ADV filed February 2010. H Figures from Form ADV filed September 2009. I Pattern Recognition Management Inc. and IFSG Planning Associates Ltd. were acquired by Retirement Income Solutions Inc. on Dec. 31, 2009. 2009 figure reflects the combined assets under management of the three entities. J Figures from Form ADV filed June 2010. LIST RESEARCHED BY ANNE MARKS FINANCE http://www.comerica.com http://www.comerica.com/vgn-ext-templating/v/index.jsp?vgnextoid=69818d9e70ae7110VgnVCM1000001c21160aRCRD http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="comerica+asset+management+group" http://www.munder.com http://www.munder.com/home/careers/1,1784,,00.html http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="munder+capital+management" http://www.jpmorgan.com http://careers.jpmorganchase.com/career/careerhome http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="JP+Morgan" http://www.pmfa.com http://www.plantemoran.com/about/careers/Pages/home.aspx http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="plante+moran" http://www.telemuscapital.com http://www.telemuscapital.com/?q=node/5 http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="telemus+capital+partners" http://www.seizertcapital.com http://www.seizertcapital.com/contactus.asp http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="seizert+capital+partners" http://www.northpointecapital.com https://www.northpointecapital.com/Contactus.asp http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="northpointe+capital" http://www.LSInvestmentAdvisors.com http://www.lsinvestmentadvisors.com/8b.html http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="ls+investment+advisors" http://www.acfunds.com http://www.advancecapitalonline.com/contact http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="advance%20capital%20management" http://www.ambassador-capital.com http://www.ambassador-capital.com/contactus.html http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="ambassador+capital+management" http://www.mainstaycapital.com http://www.mainstaycapital.com/careers.asp http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="mainstay+capital+management" http://www.sigmafinancial.com http://www.sigmafinancial.com/visitors/contact_us.php http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="sigma+planning" http://www.portfoliosolutions.com http://www.portfoliosolutions.com/contact-address.html http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="portfolio+solutions" http://www.freedomonefinancial.com https://www.freedomonefinancial.com/work.htm http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="freedom+one+financial" http://www.bloomassetmanagement.com http://www.bloomassetmanagement.com/contact-us.aspx http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="bloom+asset+management" http://www.schwartzinvest.com http://www.schwartzinvest.com/main.htm http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="schwartz+investment+counsel" http://www.risadvisory.com http://www.risadvisory.com/ http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="retirement+income+solutions" http://www.mbandt.com http://www.mbandt.com/MBTWeb/About/Careers/ http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="mbt+wealth+management" http://www.flexibleplan.com https://www.flexibleplan.com/public/contact.aspx http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="flexible+plan+investments" http://www.deroydevereaux.com/dd_contact.htm http://www.crainsdetroit.com/apps/pbcs.dll/search?crit="deroy+devereauz+private+investment+counsel" http://www.deroydevereaux.com

Table of Contents for the Digital Edition of Crain's Detroit Business - 2011 Book of Lists

Crain's Detroit Business - 2011 Book of Lists
The Big Picture
10 things to watch in 2011
10 things to remember about 2010
Private 200
Fastest-growing companies
Public school districts
Top-compensated CEOs
Top-compensated non-CEOs
Metro Detroit employers
Wayne County employers
City of Detroit employers
Livingston County employers
Washtenaw County employers
Macomb County employers
Oakland County employers
Publicly held companies
Hispanic-owned businesses
Native American-owned businesses
Asian-owned companies
Black-owned businesses
Woman-owned businesses
The Motor City
Airlines Serving Detroit Metro
Professional Sports Teams
Auto Suppliers
Auto Dealers
Aftermarket Suppliers
Divisions
Defense Contractors
New Economy/Health Care
Family-owned companies
IP law firms
Group health plans
Hospital companies
Physician organizations
Graduate business degrees
Engineering companies
Environmental companies
IT companies
Biotech companies
People/Awards
Salute to Entrepreneurs
CFO Awards
40 Under 40
Best Lawyers
20 in their 20s
Women to Watch
M&A Awards
Most Connected
Finance
Capital campaigns
Accounting firms
Banks and thrifts
Money managers
Business insurance agencies
SBA Lenders
Real Estate/Services
Office furniture dealers
Nonprofits
Meeting facilities
General contractors
Architects
Property managers
Residential brokers
Staffing companies
Logistics firms
Law firms
Classifieds
Index of Companies

Crain's Detroit Business - 2011 Book of Lists