Independence One Capital Management Corp is a large advisory firm based in Troy. It manages $40.64 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.
Independence One Capital Management Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Independence One Capital Management Corp is $40.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Independence One Capital Management Corp for their services and products based on a percentage of assets under management. 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.
Kevin Jay Van Solkema has been acting as President since 1 Jun 2000. John Keegan joined the executive team most recently as the President.
The principal office where Independence One Capital Management Corp performs its advisory services is located at 2600 West Big Beaver Road, Troy, MI 48084, which is also the mailing address of the firm. An additional office of the firm is in Grand Rapids, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-822-5905 or by fax 248-816-4869. The normal business hours are 8:30 a.m.- 5:00 p.m. on Monday - Friday.