Joel
Van Buren
Exchange Capital Management Inc
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About this Advisor
Joel Van Buren is a financial advisor operating out of Ann Arbor, Michigan who has 2 years of industry experience. Van Buren works at Exchange Capital Management Inc. Over the course of their career, they have held roles at Exchange Capital Management Inc, Shotwell Rutter Baer Financial Planners, Michigan State University Office For Survey Research, Byrum Ace Hardware, Michigan State University and Student. Van Buren maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Michigan. Exchange Capital Management Inc is an advisory company that has its headquarters in Ann Arbor, MI. The firm has a total of 13 employees. It administers $610 million in assets under management across its 1,042 accounts, making it one of the larger firms in the United States by assets under management. The firm advises one charitable organizations. Of its 1,042 customer accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on the type of services offered. However, fees billed by Exchange Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exchange Capital Management Inc Brokerage Details
$609,916,706
13
1,042
$585,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joel Van Buren Work History
Joel has been registered as a financial advisor for 2 years.*
Exchange Capital Management Inc
Shotwell Rutter Baer Financial Planners
Michigan State University Office For Survey Research
Michigan State University
Byrum Ace Hardware
Student
*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 Joel Van Buren 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 Exchange Capital Management Inc
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, 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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