Sotirios
Raphtis
Exchange Capital Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Sotirios Raphtis is a financial advisor who works in Ann Arbor, Michigan who has 2 years of industry experience. Raphtis is an employee of Exchange Capital Management Inc. During their career, the advisor has held roles at Office Of The Attorney General, Depaul University, Cook County Office Of The Public Defender, Student/Unemployed, Exchange Capital Management Inc and Oakland University. Raphtis holds a Series 65 license, designating them as an investment advisor representative, and can operate in Michigan. Exchange Capital Management Inc is an advisory business based out of Ann Arbor, MI. It has a total of 13 advisors. It administers $610 million in assets under management among its 1,042 client accounts, making it one of the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,042 client accounts, 51% are held by high-net-worth investors who have at least $1 million in assets. The company performs 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 financial services offered. However, fee types billed by Exchange Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
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
Sotirios Raphtis Work History
Sotirios has been registered as a financial advisor for 2 years.*
Exchange Capital Management Inc
Oakland University
Office Of The Attorney General
Depaul University
Cook County Office Of The Public Defender
Student/Unemployed
*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 Sotirios Raphtis 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.
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.
