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Deroy & Devereaux Private Investment Counsel, Inc.

● SEC registered since 2002CRD 121560SEC# 801-61316Bloomfield Hills, MI
Export (members)
Reg. AUM
$2.25B
Employees
18
Accounts
588
Location
Bloomfield Hills, MI

Deroy & Devereaux Private Investment Counsel, Inc. assets under management

Deroy & Devereaux Private Investment Counsel, Inc. is an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2002. It reports $2.2 billion in regulatory assets under management and employs 18 people.

Deroy & Devereaux Private Investment Counsel, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Jeffrey William Wardlow ControlChief Investment Officer & Portfolio Manager25-50%2004
Karl Laurence KnasPortfolio Manager5-10%2015
Mary Elizabeth Barnds GrabelChief Compliance Officer5-10%2013
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Frequently asked questions

How much does Deroy & Devereaux Private Investment Counsel, Inc. manage?

Deroy & Devereaux Private Investment Counsel, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Deroy & Devereaux Private Investment Counsel, Inc. have?

Deroy & Devereaux Private Investment Counsel, Inc. reports 18 employees.

Where is Deroy & Devereaux Private Investment Counsel, Inc. located?

Deroy & Devereaux Private Investment Counsel, Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2002.

Does Deroy & Devereaux Private Investment Counsel, Inc. disclose fund performance?

Deroy & Devereaux Private Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40705 Woodward Avenue, Suite 150, Bloomfield Hills, MI 48304
Phone248-358-3220
Fax248-358-9111
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1278678
Discloses disciplinary historyNo

Assets under management

Discretionary$2.25B
Non-discretionary$0
Total (RAUM)$2.25B