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Whls Financial Advisors, LLC. (Farmington Hills)


Whls Financial Advisors, LLC. is a large advisory firm based in Farmington Hills. It manages $66.81 million of regulatory assets for 202 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Michigan.

Whls Financial Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whls Financial Advisors: assets under management

The assets under management (AUM) of Whls Financial Advisors, LLC. is $66.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $330.74 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Whls Financial Advisors, LLC. 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.

Based in Farmington Hills

The principal office where Whls Financial Advisors, LLC. performs its advisory services is located at 31700 Middlebelt Road, Farmington Hills, MI 48334, 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 248.626.3900 or by fax 248.626.3903. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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