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Cirrus Capital LLC CRD 288297
$170M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-26 |
Branch Locations
33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oray Financial, Llc | Troy | MI | 09/2015 | 04/2017 |
| Oray King Wealth Advisors, Llc | Troy | MI | 04/2017 | 01/2021 |
| Retirewise Wealth Management, Llc | Troy | MI | 05/2019 | 01/2020 |
| Regal Investment Advisors, Llc | Kentwood | MI | 01/2020 | 08/2022 |
| Cirrus Capital, Llc | Bloomfield Hills | MI | 08/2022 | Present |
1) Independent licensed insurance agent selling life insurance and fixed annuities, and health insurance; spends approx. 40-50 hrs/mth and approx. the same during securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-23 |
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