Christopher
Klau

Clarkston Capital Partners, LLC

CRD#6760355
Investment Advisor
in Rochester, MI

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About this Advisor

Christopher Klau is a financial advisor operating in Rochester, Michigan with a total of 5 years of industry experience. Klau is on the advisory team at Clarkston Capital Partners, LLC. Klau has gained experience at Alps Distributors, Inc, Quicken Loans, Clarkston Capital and Clarkston Capital Partners, LLC. Klau holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Clarkston Capital Partners, LLC is a financial advisory company that has its headquarters in Bloomfield Hills, MI. It has offices in two locations and a total of 37 financial advisors. It manages $7 billion in total assets across its 2,025 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 2,025 accounts, 25% belong to high-net-worth investors who have more than $1 million in investable assets. Clarkston Capital Partners, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees largely depend on which services are offered. However, fees charged by Clarkston Capital Partners, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

303 East Third Street Suite 110
Rochester, MI 48307

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Clarkston Capital Partners, LLC Brokerage Details

Total Assets Under Management

$6,523,893,100

MI Average: $943,424,332
Total Number of Employees

37

MI Average: 21
Total Number of Accounts

2,025

MI Average: 1,586
Average Account Size

$3,221,676

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Christopher Klau Work History

Christopher has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Clarkston Capital Partners, LLC

2017 - Present (7 years)

Alps Distributors, Inc

2017 - 2019 (2 years)

Clarkston Capital

2001 - 2017 (16 years)

Quicken Loans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Klau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clarkston Capital Partners, LLC

Alexander Strek
Bloomfield Hills, MI
Steven Nelson
Bloomfield Hills, MI
Matthew Rodgers
Rochester, MI
Jeremy Modell
Bloomfield Hills, MI
William Lee
Paradise Valley, AZ
Cheryl Kassab
Bloomfield Hills, MI
Salvatore Gianino
Rochester, MI
Jeffrey Hakala
Rochester, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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