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Mittra Finnigan & Kirkman LLC (Rochester Hills)


Mittra Finnigan & Kirkman LLC is a large advisory firm based in Rochester Hills. It manages $47.65 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.




Mittra Finnigan & Kirkman provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mittra Finnigan & Kirkman: assets under management

The assets under management (AUM) of Mittra Finnigan & Kirkman LLC is $47.65 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.56 million in discretionary accounts and $45.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $426.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $344.26 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mittra Finnigan & Kirkman LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rochester Hills

The principal office where Mittra Finnigan & Kirkman LLC performs its advisory services is located at 445 Livernois, Rochester Hills, MI 48307, 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 248-650-3839 or by fax 248-650-3657. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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