Ann Arbor, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$156,039,000,000
ClientsTotal clients
61,002
AdvisorsAdvisors at this office
2
Of 1,035 advisors across 255 offices
Location
524 South Main Street, #200
Ann Arbor MI 48104
Advisors at this office
2
Advisors at this office
Mary B
Series 63, Series 65
Ann Arbor, MI
Focus Partners Wealth, LLC
Mary Bakhaus is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Outside of her advisory role, she is a 50% owner of Bakhaus Properties, LLC, a real estate business in South Lyon, Michigan. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a variety of strategies including equity, income, alternatives, and private investment funds.
Charlene R
Series 63, Series 65
Ann Arbor, MI
Focus Partners Wealth, LLC
Charlene Reardon is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Telemus Capital LLC for 11 years and has been with Kovitz Investment Group Partners, LLC since 2024 and Focus Partners Wealth, LLC since 2026. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.
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