Michigan · 1 advisers
Financial Advisors in New Buffalo, Michigan
Looking for a financial advisor in New Buffalo, Michigan? Falists indexes 1 SEC-registered and state-registered investment advisers in New Buffalo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
0
Largest AUM
—
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New Buffalo
Ranked by AUM · Fees, team & specialties at a glance
CARLA VOSS GENELLY
New Buffalo, MI
AUM
—
Fee-Only/Hourly
Team
0 total employees
Clients
—
Fees
Hourly charges; DISCLOSED SOLICITATION AGREEMENT
312-545-9405
Full profileNo website
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Common questions
- How many financial advisors are in New Buffalo, Michigan?
- 1 registered investment advisers are listed in our New Buffalo directory, sourced from public SEC filings.
- What types of advisors are in New Buffalo?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in New Buffalo?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.