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Schechter Investment Advisors, LLC

CRD 169114SEC# 801-78607Birmingham, MI
Export (members)
No longer SEC-registered. Schechter Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.94B
Employees
30
Accounts
3,076
Location
Birmingham, MI

Schechter Investment Advisors, LLC assets under management

Schechter Investment Advisors, LLC operates as an SEC-registered investment adviser based in Birmingham, MI. It reports $3.9 billion in regulatory assets under management and employs 30 people.

Schechter Investment Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian John MacKeyChief Operating OfficerUnder 5%2025
Florence Affatato ControlChief Compliance OfficerUnder 5%2022
Marc Rodney Schechter ControlChief Executive OfficerUnder 5%2013
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Frequently asked questions

How much does Schechter Investment Advisors, LLC manage?

Schechter Investment Advisors, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Schechter Investment Advisors, LLC have?

Schechter Investment Advisors, LLC reports 30 employees.

Where is Schechter Investment Advisors, LLC located?

Schechter Investment Advisors, LLC is based in Birmingham, MI.

Does Schechter Investment Advisors, LLC disclose fund performance?

Schechter Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 E. Merrill Street, Suite 400, Birmingham, MI 48009
Office hours8:30 - 5:00
Discloses disciplinary historyYes

Assets under management

Discretionary$3.57B
Non-discretionary$374.1M
Total (RAUM)$3.94B