A registered investment advisory firm based in Ann Arbor, Michigan, with about 336 offices. It manages about $6.1 billion for roughly 30,595 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Other fees
Typical client size ?$192,080
Assets under management ?$6.1 billion
Individual clients30,595
Median years of experience25
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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Call the main office at 734-663-1611. The main office is at 300 Parkland Plaza, Ann Arbor, MI 48103.
How is SPC paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does SPC offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops, Other services.
How many advisors work at SPC?
We list 475 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.