SCHECHTER INVESTMENT ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	29
Investment Advisory/Research	13
Registered Broker-Dealer Representatives	7
Registered State Investment Advisers	13
Licensed Agents of an Insurance Company	9
No. of Firms/People that Solicit Clients	10

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,399	$2.9B
Non-Discretionary	423	$479.8M
Total	2,822	$3.3B

Clients

Type	Number	RAUM
Individuals	241	$88.6M
HNW Individuals	404	$2.6B
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	0	$0
Charitable organizations	30	$36.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	107	$620.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	782
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-78607
SEC ERA File Number	801-78607
SEC CIK Numbers	1951586
SEC CRD Numbers	169114
Legal Entity Identifier	None

Principal Office

111 E. MERRILL STREET
SUITE 400
BIRMINGHAM
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic