Rehmann Capital Advisory is an investment advisor in Lansing with $2.84 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383567904
SEC advisor number
801-64587
FINRA CRD number
123047
AUM ?
$2.84 bn
(as of 12 Dec 22)
Accounts
4,618
(as of 12 Dec 22)
Employees
33
(32 investment advisory or research)
Address
Rehmann Capital Advisory
4086 LEGACY PARKWAY
LANSING
MI 48911
4086 LEGACY PARKWAY
LANSING
MI 48911
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
517-316-2438
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Payne, Joan | Chief Financial Officer | 01/2009 | < 5% |
Rehmann Financial Group, LLC | Member | 01/2001 | > 75% |
Rehmann | Member | 01/2001 | 50-75% |
Phillips, Jeffrey | Chief Investment Officer | 01/2009 | < 5% |
Spitzley, Nicole, Anne | Chief Compliance Officer | 01/2014 | < 5% |
Flourry, Amy, E | Chief Operations Officer | 01/2015 | < 5% |
Sullivan, Ryan | Chief Executive Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 Jun 22
13F-HR
Quarterly holdings report by institutional manager
2 Mar 22