Tegrit Investment Advisors LLC is a large advisory firm based in Livonia. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Michigan.
Tegrit Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tegrit Investment Advisors LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tegrit Investment Advisors 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.
Richard A Goldman has served as the Chief Investment Officer since 1 Feb 2009. Jerome Edward Burns joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tegrit Investment Advisors LLC performs its advisory services is located at 19500 Victor Pkwy, Livonia, MI 48152 The mailing address of the firm is 19500 Victor Pkwy, Livonia, MI 48152. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-663-2443 or by fax 248-281-2900. The normal business hours are 9am-5pm on Monday - Friday.