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EXCHANGE STREET CAPITAL
EXCHANGE STREET CAPITAL LLC
CRD 333360
102 E. EXCHANGE STREET, SPRING LAKE, MI, 49456, United States
Phone
616-223-4616
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.8M
Discretionary AUM
$27.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)EXECUTOR PROBATE SUPPORT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $8.6M |
| High net worth individuals | 6 | $18.5M |
| Pension/profit sharing plans | 2 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD