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950 W. University, Suite 100, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-09-08 |
Branch Locations
950 W. University, Suite 100, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Asset Portfolios | Rochester | MI | 01/2015 | 02/2019 |
| Managed Asset Portfolios | Rochester | MI | 02/2019 | 08/2019 |
| Managed Asset Portfolios | Rochester | MI | 08/2019 | 12/2023 |
| Managed Asset Portfolios | Rochester | MI | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
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