FALCONER GROUP

FALCONER GROUP of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 124166). Regulatory assets under management: $36.8M.

Registration

• CRD: 124166
• Type: Registered investment adviser
• Location: 810 COTTAGEVIEW DRIVE, TRAVERSE CITY, MI, 49684
• Phone: 231-392-1710
• Latest filing: 2026-02-09
• Regulatory AUM: $36.8M
• Non-discretionary AUM: $36.8M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124166 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search