Mary Frances
Litt

Alidade Capital, LLC

CRD#3054809
Investment Advisor
in Bloomfield Hills, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Frances Litt is a financial advisor operating out of Bloomfield Hills, Michigan who has 5 years of industry experience. Litt currently works for Alidade Capital, LLC. During their career, the advisor has held roles at Comerica Securities, Inc, World Asset Management, East Detroit High School, Alidade Capital, LLC and Ameriprise Financial Services, Inc. Litt holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan. Alidade Capital, LLC is a financial advisory firm operating out of Bloomfield Hills, MI. It has $688 million in assets under management between its three accounts, placing it among the bigger firms in the nation by assets under management. The company offers portfolio management for pooled investment vehicles. Fees for financial advice largely depend on which services the firm provides the client. However, fees charged by Alidade Capital, LLC most likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

40900 Woodward Avenue Suite 250
Bloomfield Hills, MI 48304

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alidade Capital, LLC Brokerage Details

Total Assets Under Management

$688,326,672

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

19

MI Average: 21
Total Number of Accounts

3

MI Average: 1,586
Average Account Size

$229,442,224

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Mary Frances Litt Work History

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

2018 - Present (6 years)

Alidade Capital, LLC

2015 - 2015 (< 1 year)

Comerica Securities, Inc

2015 - 2015 (< 1 year)

East Detroit High School

2015 - 2018 (3 years)

Ameriprise Financial Services, Inc

2014 - 2015 (1 year)

Comerica Securities, Inc

2011 - 2014 (3 years)

Comerica Securities, Inc

2011 - 2014 (3 years)

World Asset Management

*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 Mary Frances Litt 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 Alidade Capital, LLC

Mary Frances Litt
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started