Doeren Mayhew Financial Services LLC (Troy)

Doeren Mayhew Financial Services LLC is a large advisory firm based in Troy. It manages $136.13 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.

Doeren Mayhew Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Doeren Mayhew Financial Services: assets under management

The assets under management (AUM) of Doeren Mayhew Financial Services LLC is $136.13 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Doeren Mayhew Financial Services LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Doeren Mayhew Financial Services LLC

Doeren Mayhew Financial Services LLC is owned by Patrick Laughlin Mcfawn. Todd Fox joined the executive team most recently as the Ben Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Laughlin Mcfawn	Owner	1 Jan 1998	Other	1036557
Dm Companies Inc.	Owner	1 Jan 1998	75% - 100%	38-3383608

Indirect Owners

The SEC currently registers 21 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joseph C Degennaro	Beneficial owner	1 Jan 1998	25% - 50%	4371452
Mark Crawford	Ben. owner	1 Jan 1998	25% - 50%	4409939
Joseph Anthony Amine	Ben.owner	1 Jan 1998	25% - 50%	2713699
Michael Berry	Ben. owner	1 Jan 1998	25% - 50%	4409952
Frank August Borschke	Ben owner	1 Jan 1998	25% - 50%	2726313
Michael Depoli	Ben. owner	1 Jan 1998	25% - 50%	4409954
Jonathan Dean	Ben. owner	1 Jan 1998	25% - 50%	4409957
Thomas Hinsberg	Ben owner	1 Jan 1998	25% - 50%	4409959
Robin Hoag	Ben owner	1 Jan 1998	25% - 50%	4409967
James Koepke	Ben owner	1 Jan 1998	25% - 50%	4409969
Jackson Morris	Ben owner	1 Jan 1998	25% - 50%	4409970
James Paul O'rilley	Ben owner	1 Jan 1998	25% - 50%	4024722
Peter Prychodko	Ben owner	1 Jan 1998	25% - 50%	4409972
Peter Roehl	Ben owner	1 Jan 1998	25% - 50%	4409973
Lawrence Simon	Ben owner	1 Jan 1998	25% - 50%	4409974
Peter Treboldi	Ben owner	1 Jan 1998	25% - 50%	4409975
Richard Beamish	Ben owner	1 Jan 1998	25% - 50%	4409976
Benjamin Rybicki	Ben owner	1 Jan 1998	25% - 50%	4640279
Leonard Sznewajs	Ben owner	1 Jan 1998	25% - 50%	4640283
Todd Fox	Ben owner	1 Jan 2002	25% - 50%	4640285
Chad Anschuetz	Ben owner	1 Jan 2002	25% - 50%	4640286

Based in Troy

The principal office where Doeren Mayhew Financial Services LLC performs its advisory services is located at 2300 Top Of Troy, Troy, MI 48084, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-244-3200 or by fax 248-244-3199. The normal business hours are 8:00-5:00 on Monday - Friday.