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Pirmann Financial Services, Incorporated (Auburn Hills)


Pirmann Financial Services, Incorporated is an adviser based in Auburn Hills. It manages $39.85 million of regulatory assets for 522 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Michigan and Texas.

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Pirmann Financial Services, Incorporated provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pirmann Financial Services, Incorporated: assets under management

The assets under management (AUM) of Pirmann Financial Services, Incorporated is $39.85 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.65 million in discretionary accounts and $13.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $94.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pirmann Financial Services, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Auburn Hills

The principal office where Pirmann Financial Services, Incorporated performs its advisory services is located at 2201 Auburn Road, Auburn Hills, MI 48326, 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) 454-1970 or by fax (248) 454-1971. The normal business hours are 8:30 to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.pirmann.com.


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