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Cranbrook Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on March 25, 2017
    • $540.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $525.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Mark Roosevelt Fitzgerald
September 2010
Daniel Joseph Foley
November 2010
Richard Edward Balamucki
October 2010
Casey James Bear
October 2010
Logan Thomas Ross
January 2016

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Richard Edward Balamucki Member / Owner / President June, 2004 75% or more
    Casey James Bear Chief Compliance Officer January, 2010 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees