Executive Financial Services Inc
● SEC registered since 2021CRD 110180SEC# 801-121895Livonia, MI
Reg. AUM
$199.5M
Employees
3
Accounts
189
Location
Livonia, MI
Executive Financial Services Inc assets under management
Executive Financial Services Inc is an SEC-registered investment adviser based in Livonia, MI. The firm has been registered since 2021. It reports $199.5 million in regulatory assets under management and employs 3 people.
Executive Financial Services Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Raymond Cole Control | President, Chief Compliance Officer | 50-75% | 2008 |
| Theodore Karl Bugenski Control | Secretary | 10-25% | 2008 |
| William Mack Control | Vice President | 25-50% | 2008 |
Frequently asked questions
How much does Executive Financial Services Inc manage?
Executive Financial Services Inc reports $199.5 million in regulatory assets under management on its Form ADV.
How many employees does Executive Financial Services Inc have?
Executive Financial Services Inc reports 3 employees.
Where is Executive Financial Services Inc located?
Executive Financial Services Inc is based in Livonia, MI and has been SEC-registered since 2021.
Does Executive Financial Services Inc disclose fund performance?
Executive Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33762 Schoolcraft Rd, 2nd Floor, Livonia, MI 48150 |
| Phone | 734-427-2030 |
| Fax | 734-427-3004 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.5M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$199.5Mregulatory AUM
Discretionary $195.2MNon-discretionary $4.3M