OUR INVESTMENT GUY

OUR INVESTMENT GUY is an SEC-registered investment adviser (CRD 337411). Regulatory assets under management: $61.6M.

Registration

• CRD: 337411
• Type: Registered investment adviser
• Phone: 586 913 7003
• Latest filing: 2026-01-13
• Regulatory AUM: $61.6M
• Discretionary AUM: $60.3M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 272

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337411 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search