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Managed Asset Portfolios, LLC CRD 109574
$1.27B regulatory AUM 709 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
950 W. University, Suite 100, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-14 |
| MI | RA | APPROVED | 2010-05-03 |
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, Llc | Rochester | MI | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-10 |
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