Econostrat Advisory Corp. (Bloomfield Hills)

Name: Econostrat Advisory Corp.
Address: 300 E. Long Lake Rd., Suite 275, Bloomfield Hills, MI, 48304
Telephone: 248-645-1930

Econostrat Advisory Corp. is a large advisory firm based in Bloomfield Hills. It manages $58.25 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Michigan and Vermont.

Econostrat Advisory Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Econostrat Advisory Corp: assets under management

The assets under management (AUM) of Econostrat Advisory Corp. is $58.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $58.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $373.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Econostrat Advisory Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Econostrat Advisory Corp.

Robert Allen Kennedy has been acting as President since 1 Dec 1982. Timothy Joseph Watts joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Joseph Watts	Secretary	1 Dec 1982	50% - 75%	4515202
Robert Allen Kennedy	President	1 Dec 1982	50% - 75%	267875

Based in Bloomfield Hills

The principal office where Econostrat Advisory Corp. performs its advisory services is located at 300 E. Long Lake Rd., Suite 275, Bloomfield Hills, MI 48304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-645-1930 or by fax 248-645-2110. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.econostrat.com.