Kevin
Mcveigh
Exchange Capital Management Inc
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About this Advisor
Kevin Mcveigh is a chartered financial analyst operating out of Ann Arbor, Michigan with a total of 13 years of industry experience. Mcveigh is an advisor for Exchange Capital Management Inc. They have been an employee of Exchange Capital Management Inc for their entire career. Mcveigh holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Exchange Capital Management Inc is a registered investment firm headquartered in Ann Arbor, MI. It has a total of 13 advisors. It controls $610 million in assets across its 1,042 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 1,042 accounts, 51% are associated with high-net-worth investors who have greater than $1 million in assets. Exchange Capital Management Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on the services provided. 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
Kevin Mcveigh Work History
Kevin has been registered as a financial advisor for 13 years.*
Exchange Capital Management, Inc
*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 Kevin Mcveigh 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
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