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Crdv Group Of Companies (Grosse Pointe)


Crdv Group Of Companies is a large advisory firm based in Grosse Pointe. It manages $62.32 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Michigan.




Crdv Group Of Companies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crdv Group Of Companies: assets under management

The assets under management (AUM) of Crdv Group Of Companies is $62.32 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.58 million in discretionary accounts and $43.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crdv Group Of Companies for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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.

Based in Grosse Pointe

The principal office where Crdv Group Of Companies performs its advisory services is located at 21 Kercheval Ave, Grosse Pointe, MI 48236, 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 313-886-8000 or by fax 313-885-7114. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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