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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Allen Kennedy has been acting as President since 1 Dec 1982. Timothy Joseph Watts joined the executive team most recently as the Secretary.
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.