EXCHANGE CAPITAL MANAGEMENT INC

Adviser information for EXCHANGE CAPITAL MANAGEMENT INC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	14
Investment Advisory/Research	10
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	10
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,095	$742.3M
Non-Discretionary	10	$1.8M
Total	1,105	$744.1M

Clients

Type	Number	RAUM
Individuals	155	$56.7M
HNW Individuals	196	$639.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$9.4M
Charitable organizations	<5	$3.7M
State or municipal gov entities	<5	$0
Other investment advisers	0	$0
Insurance companies	<5	$11.5M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$23.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-36104
SEC ERA File Number	801-36104
SEC CIK Numbers	None
SEC CRD Numbers	104875
Legal Entity Identifier	None

Principal Office

303 DETROIT STREET
SUITE 203
ANN ARBOR
MI
United States

Monday - Friday, 8:30 AM - 5:00 PM

Tel: 734-761-6500, Fax: 734-761-8073

Websites

www.linkedin.com/in/joelvanburen www.twitter@olistacey2 www.linkedin.com/in/lorrie-white-15467275 www.linkedin.com/in/mattfarrissf www.linkedin.com/in/michaelrreid www.linkedin.com/in/noah-melquist-1a882a200/ www.linkedin.com/in/daniella-a-559275218 www.linkedin.com/in/josephscrowley www.twitter@mr_mkt www.twitter@exchcapmgmt www.exchangecapital.com www.linkedin.com/in/oliviastacey www.linkedin.com/in/kmcveigh www.linkedin.com/in/daniel-smith-27551a134 www.twitter@grokkingfinance www.linkedin.com/in/andrewdstewart/ www.facebook.com/exchangecapitalmgmt www.linkedin.com/company/exchange-capital-management www.linkedin.com/in/amberlynnhiggins www.linkedin.com/in/mathew-ross-a23315255/

Chief Compliance Officer

REID, MICHAEL R.

MANAGING DIRECTOR

303 DETROIT ST. SUITE 203

ANN ARBOR

United States

Tel: (734)761-6500

Fax: 734-761-8073

C**@******************M

(Full email address available in API data)

Regulatory Contact

STEWART, ANDREW W.

EXECUTIVE OFFICER

303 DETROIT ST. SUITE 203

ANN ARBOR

United States

Tel: 734-761-6500

Fax: 734-761-8073

A*******@******************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners