10775 South Saginaw
Bldg C, Suite F
Grand Blanc, Michigan 48439
Tel: 866-444-6246
MAINSTAY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MAINSTAY CAPITAL MANAGEMENT, LLC. The firm was established in 11/14/2000. They have over 5 offices throughout the country.
MAINSTAY CAPITAL MANAGEMENT, LLC is a Grand Blanc, Michigan based Financial Planning firm with nearly $4,167,228,076 assets under management, offering retirement planning & investment advisory services to 3445 clients. The firm is staffed with 32 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109528 |
| SEC# | 801-58099 |
| Assets Managed by Firm | $4,167,228,076 |
| No. of Clients | 3445 |
| No. of Advisors | 32 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3445 | $4,167,228,076 |
| Individuals (other than high net worth individuals) | 2098 | $976,774,342 |
| High net worth individuals | 1343 | $2,818,111,811 |
| Corporations or other businesses | Fewer than 5 clients | $2,487,713 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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