Taimur
Hassan

Deroy & Devereaux Private Investment Counsel, Inc

CRD#5813864
Investment Advisor
in Southfield, MI

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About this Advisor

Taimur Hassan is a financial advisor based out of Southfield, Michigan with 4 years of industry experience. Hassan is on the advisory team at Deroy & Devereaux Private Investment Counsel, Inc. Hassan has gained experience at Deroy & Devereaux, Private Investment Co, None, Citadel LLC and Mckinsey & Company. Hassan has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Michigan. Deroy & Devereaux Private Investment Counsel, Inc is a registered investment firm that has its headquarters in Southfield, MI. It has $2 billion in assets under management between its 572 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 572 customer accounts, 78% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually are based on which service is offered. Fee types charged by Deroy & Devereaux Private Investment Counsel, Inc may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2000 Town Center Ste 2850
Southfield, MI 48075

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Deroy & Devereaux Private Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$1,762,860,769

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

17

MI Average: 21
Total Number of Accounts

572

MI Average: 1,586
Average Account Size

$3,081,924

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Taimur Hassan Work History

Taimur has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Deroy & Devereaux, Private Investment Co

2018 - 2019 (1 year)

None

2016 - 2018 (2 years)

Citadel LLC

2014 - 2016 (2 years)

None

2011 - 2014 (3 years)

Mckinsey & Company

*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 Taimur Hassan 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 Deroy & Devereaux Private Investment Counsel, Inc

Sarah Schattner
Southfield, MI
Taimur Hassan
Southfield, MI
Sean Metrose
Southfield, MI
Steven Lewis
Southfield, MI
Michael Harris
Southfield, MI
Jeffrey Wardlow
Southfield, MI
Karl Knas
Southfield, MI
Laree Perez
Southfield, 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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