Daniel
Greulich
Greenup Street Wealth Management LLC
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About this Advisor
Daniel Greulich is a certified financial planner and chartered financial analyst operating out of Ann Arbor, Michigan, with 3 years of relevant experience. Greulich works at Greenup Street Wealth Management LLC. Greulich has gained experience at Fidelity Investments, Spotlight Asset Group, Inc and Greenup Street Wealth Management, LLC. Greulich holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Michigan and Texas. Greenup Street Wealth Management LLC is an advisory company that has its headquarters in Ann Arbor, MI. It has offices in two locations and a total of 12 employees. It administers $359 million in assets across its 1,301 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,301 accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on the type of services offered. Fee types charged by Greenup Street Wealth Management LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$359,407,070
12
1,301
$276,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Greulich Work History
Daniel has been registered as a financial advisor for 3 years.*
Greenup Street Wealth Management, LLC
Spotlight Asset Group, Inc
Fidelity Investments
*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 Daniel Greulich 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 Greenup Street Wealth Management LLC
Ann Arbor, MI
Overland Park, KS
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Overland Park, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
