Schechter Investment Advisors

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Schechter Investment Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Birmingham, MI, US

Alternative Asset Classes

PEVCHFPD

About

Established in 1939, Schechter Investment Advisors is a Birmingham, Michigan-based wealth manager and registered investment advisor. It provides advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, family office, financial consulting, retirement planning, tax planning, estate planning, insurance planning, college education funding, income planning, charitable giving, cash flow forecasting, business planning, investment management, portfolio management, and wealth management. The firm provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, corporations, business entities, and charitable organizations.

Schechter Investment Advisors - known decision makers (13)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Compliance OfficerBirmingham, USPEHFPD
Chief Executive Officer & Partner, Schechter Private CapitalBirmingham, USPEHFPD
Chief Operating OfficerBirmingham, USPEHFPD
Investment AdvisorBirmingham, USPEHFPD
Investment AdvisorBirmingham, USPEHFPD

Showing 5 of 13 known decision makers Schechter Investment Advisors

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