AdvisorCensus / Financial advisors / Michigan / Kalamazoo, MI / Fidelity Investments
Financial advisors in Kalamazoo, MI using Fidelity Investments
3 SEC-registered investment advisory firms headquartered in the Kalamazoo, MI metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Breakwater Capital | Kalamazoo | SEC-registered investment adviser | $100 million to $500 million |
| Clear Ridge Wealth Management, LLC | Kalamazoo | SEC-registered investment adviser | $100 million to $500 million |
| Infinity Advisory Group | Portage | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Kalamazoo, MI using Fidelity Investments. https://advisorcensus.com/advisors/mi/kalamazoo/custodians/fidelity https://advisorcensus.com/advisors/mi/kalamazoo/custodians/fidelity