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Shotwell Rutter Baer Inc

● SEC registered since 2021CRD 122789SEC# 801-120091Lansing, MI
Export (members)
Reg. AUM
$167.1M
Employees
7
Accounts
720
Location
Lansing, MI

Shotwell Rutter Baer Inc assets under management

Shotwell Rutter Baer Inc is an investment advisory firm registered with the SEC based in Lansing, MI. The firm has been registered since 2021. It reports $167.1 million in regulatory assets under management and employs 7 people.

Shotwell Rutter Baer Inc owners & executives

2 reported
NameTitleOwnershipSince
David Witt Shotwell ControlPresidentOver 75%2018
Jeffrey Alan RutterCcoUnder 5%2017

Frequently asked questions

How much does Shotwell Rutter Baer Inc manage?

Shotwell Rutter Baer Inc reports $167.1 million in regulatory assets under management on its Form ADV.

How many employees does Shotwell Rutter Baer Inc have?

Shotwell Rutter Baer Inc reports 7 employees.

Where is Shotwell Rutter Baer Inc located?

Shotwell Rutter Baer Inc is based in Lansing, MI and has been SEC-registered since 2021.

Does Shotwell Rutter Baer Inc disclose fund performance?

Shotwell Rutter Baer Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6350 West Michigan Avenue, Suite 200, Lansing, MI 48917
Phone517-321-4832
Fax517-321-9116
Office hours9:00 a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$167.1M
Non-discretionary$0
Total (RAUM)$167.1M