RIA Intel›Advisers›Michigan›NAMESAKE GROUP LLC

NAMESAKE GROUP LLC

Advisory

Data as of Jul 21, 2026 · Source: SEC Form ADV

Average account

$135K

across 84 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$9M

Non-Discretionary AUM$3M

Discretionary %77.5%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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THE FINANCIAL PLANNING COMPANY LLC

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FINEBERG WEALTH MANAGEMENT, LLC

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