Donald
Lindow

Azimuth Capital Management

CRD#4344777
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Donald Lindow is a financial advisor based out of Bloomfield Hills, Michigan with 1 year of industry experience. Lindow is an employee of Azimuth Capital Management. Their career trajectory has included roles at Wilson, Kemp & Associates, Azimuth Capital Managment and Azimuth Capital Investment Management LLC. Lindow has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Michigan. Azimuth Capital Management is an advisory company that has its headquarters in Bloomfield Hills, MI. It administers $3 billion in total assets between its 1,503 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 1,503 client accounts, 79% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Azimuth Capital Management can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

200 East Long Lake Road Suite 160
Bloomfield Hills, MI 48304

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Azimuth Capital Management Brokerage Details

Total Assets Under Management

$3,084,396,965

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

22

MI Average: 21
Total Number of Accounts

1,503

MI Average: 1,586
Average Account Size

$2,052,160

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Donald Lindow Work History

Donald has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Azimuth Capital Investment Management LLC

2013 - 2022 (9 years)

Azimuth Capital Managment

1998 - 2013 (15 years)

Wilson, Kemp & Associates

*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 Donald Lindow 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 Azimuth Capital Management

William Gough
Bloomfield Hills, MI
Alan Freeman
Bloomfield Hills, MI
Janet Hewlett
Bloomfield Hills, MI
Ted Haddad
Bloomfield Hills, MI
Daniel Mcenroe
Bloomfield Hills, MI
Paul Ragheb
Bloomfield Hills, MI
Donald Lindow
Bloomfield Hills, MI
Mark Van Faussien
Bloomfield Hills, 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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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.

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