Exchange Capital Management

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

303 Detroit St Ste 203, Ann Arbor, Michi...

Phone Number

(734) 761-6500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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4
1
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About Exchange Capital Management

About Exchange Capital Management Inc.: Established in 1989, Exchange Capital Management is a fee-only Registered Investment Adviser in Ann Arbor, MI, providing fiduciary financial planning and portfolio management services for private clients, corporate entities, financial institutions, and foundations.Explore more
Exchange Capital Management's Social MediaPopular SearchesExchange Capital Management IncCapital Exchange LLCExchange Capital LtdExchange Capital ManagementReserve Capital Management IncSIC Code 62,628NAICS Code 52,523Show more

Exchange Capital Management Org Chart

PhoneEmail
JM
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Managing Director

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LW
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Exchange Capital Manageme...

<$5M
11-50
Private
<$5M
1989
JM
J. MonsmaManaging Director
<$5M
1-10
Private
-
2014
Keya Dash, President at Dash Investments
Keya DashPresident
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Exchange Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Exchange Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Exchange Capital Management.

Exchange Capital Management financials insights

Gather financial insights about Exchange Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Exchange Capital Management Tech Stack

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Most Recent Scoops

Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Facilities Relocation / Expansion
Exchange Capital Management is planning to move offices in July 2025. The move will impact approximately 13 employees at the existing office located at 303 Detroit St, Suite #203, Ann Arbor, MI.
Facilities Relocation/Expansion
Funding
Exchange Capital Management has received an SBA PPP loan for $150,000-350,000 from Bank of Ann Arbor, supporting the retention of 11 jobs.
Funding
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Frequently Asked Questions Regarding Exchange Capital Management

What is Exchange Capital Management's official website?
Exchange Capital Management's official website is www.exchangecapital.com
What is Exchange Capital Management's Revenue?
Exchange Capital Management's revenue is <$5 Million
What is Exchange Capital Management's SIC code?
Exchange Capital Management's SIC: 62,628
What is Exchange Capital Management's NAICS code?
Exchange Capital Management's NAICS: 52,523
How many employees does Exchange Capital Management have?
Exchange Capital Management has 11-50 employees
What industry does Exchange Capital Management belong to?
Exchange Capital Management is in the industry of: Finance, Securities Trading
What is Exchange Capital Management competition?
Exchange Capital Management top competitors include: Core Wealth Management, Constant Guidance Financial, Dash Investments, Stockade Wealth Management
What technology does Exchange Capital Management use?
Some of the popular technologies that Exchange Capital Management uses are: Cloudflare Website Optimization, Google Universal Analytics, Infogram, Cloudflare CDN
How do I contact Exchange Capital Management?
Exchange Capital Management contact info: Phone number: (734) 761-6500 Website: www.exchangecapital.com
What does Exchange Capital Management do?

About Exchange Capital Management Inc.: Established in 1989, Exchange Capital Management is a fee-only Registered Investment Adviser in Ann Arbor, MI, providing fiduciary financial planning and portfolio management services for private clients, corporate entities, financial institutions, and foundations.... Read More

What are Exchange Capital Management social media links?
Exchange Capital Management Linkedin page Exchange Capital Management Twitter page
Is Exchange Capital Management a public company?
Exchange Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Exchange Capital Management

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