Institute of Trade Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
The Institute of Trade Management serves individuals (including high-net-worth clients), corporate pension and profit-sharing plans, charitable and nonprofit institutions, and corporations. The firm provides financial consulting and investment advice and also offers litigation support, treasury and cash-management consulting and broader management consulting services.
Advice is customized to each client’s goals, with security selections analyzed for fundamental attributes and occasional use of technical analysis for timing. Fees are negotiated at engagement (hourly, project, or ongoing annual arrangements) rather than charged as a percentage of assets under management; the firm does not take custody of client assets or exercise trading discretion and is not affiliated with brokers or product providers.
Compared with many peers, the firm’s client roster explicitly includes charitable organizations and nonprofits and it regularly provides non-investment services such as litigation support and treasury consulting. The firm discloses it receives no transaction-based compensation, maintains a written code of ethics, and monitors employee trading to address potential conflicts of interest.
Client services
Portfolio management
Expertise
Cash flow / budgeting
Fee options
May charge by project; fees negotiated with client, no specific amounts stated.
Hourly fees negotiated with client; no specific rate stated.
May charge ongoing annual fees; fees negotiated with client, no specific amounts stated.
Fee-only: Fees are negotiated at the time of engagement; may charge by the hour, by the project, or ongoing annual fee basis.
Main office location
Institute of Trade Management
32781 Middlebelt Road, Suite B
Farmington Hills MI 48334-1770, United States
Number of offices
2
Most active in
Institute of Trade Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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