Cranbrook Wealth Management, LLC
Cranbrook Wealth Management, LLC is an SEC Registered Investment Adviser headquartered in Bloomfield Hills, Michigan. Founded in 2006, the firm provides comprehensive wealth management services including investment management, estate planning, cash flow management, and business succession planning. Cranbrook Wealth acts as a fiduciary for its clients, primarily serving high net worth individuals and their families, with a focus on building deep client relationships and providing independent, fee-only advisory services. The firm employs approximately 6 professionals.
Investment Strategy
Cranbrook Wealth Management, LLC utilizes a holistic and independent approach to wealth management, focusing on portfolio management, strategic wealth planning, and fiduciary advisory services. The firm's investment philosophy centers on acting in the best interest of clients, employing disciplined, evidence-based strategies, and constructing diversified portfolios tailored to individual client goals and risk tolerances. Services extend to comprehensive financial planning, including estate, tax, and insurance guidance, with an emphasis on simplifying clients' financial lives while ensuring long-term prosperity and well-being.
Top Holdings
Equity Positions (390)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.38% | $56.7M | 84,694 | $349.08 | $669.30 | +$3.7M |
B BIV | VANGUARD BD INDEX FDS | 11.00% | $54.8M | 701,692 | $80.16 | $78.09 | +$4.2M |
I IEFA | ISHARES TR | 7.06% | $35.2M | 403,175 | $61.05 | $87.31 | +$1.0M |
V VO | VANGUARD INDEX FDS | 6.18% | $30.8M | 104,806 | $166.28 | $293.74 | +$1.5M |
B BNDX | VANGUARD CHARLOTTE FDS | 4.08% | $20.4M | 411,460 | $54.46 | $49.46 | +$10.3K |