| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Raymond Cole Control | President, Chief Compliance Officer | 50-75% | 2008 |
| Theodore Karl Bugenski Control | Secretary | 10-25% | 2008 |
| William Mack Control | Vice President | 25-50% | 2008 |
Executive Financial Services Inc reports $180.3 million in regulatory assets under management on its Form ADV.
Executive Financial Services Inc reports 3 employees.
Executive Financial Services Inc is based in Livonia, MI and has been SEC-registered since 2021.
Executive Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 33762 Schoolcraft Rd, 2nd Floor, Livonia, MI 48150 |
| Phone | 734-427-2030 |
| Fax | 734-427-3004 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $177M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $180.3M |