AdvisorCensus / Financial advisors / Michigan / Traverse City, MI / Fidelity Investments
Financial advisors in Traverse City, MI using Fidelity Investments
7 SEC-registered investment advisory firms headquartered in the Traverse City, 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 |
|---|---|---|---|
| Black Walnut Wealth Management | Traverse City | SEC-registered investment adviser | $100 million to $500 million |
| Centennial Wealth Advisory, LLC | Traverse City | SEC-registered investment adviser | $100 million to $500 million |
| Hemming& Wealth Management, Inc. | Traverse City | SEC-registered investment adviser | $100 million to $500 million |
| Independent Wealth Management, LLC | Traverse City | SEC-registered investment adviser | $100 million to $500 million |
| Old Mission Investment Company, LLC | Traverse City | SEC-registered investment adviser | $500 million to $1 billion |
| Optimal Capital Advisors, LLC | Traverse City | SEC-registered investment adviser | $100 million to $500 million |
| Up North Financial, LLC | Traverse City | 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 Traverse City, MI using Fidelity Investments. https://advisorcensus.com/advisors/mi/traverse-city/custodians/fidelity https://advisorcensus.com/advisors/mi/traverse-city/custodians/fidelity