Lejeune Puetz Investment Counsel
Legal Name: LEJEUNE PUETZ INVESTMENT COUNSEL
Full Contact Details
Lejeune Puetz Investment Counsel
13721 WEST BAY SHORE DRIVE, TRAVERSE CITY, MI
231-922-0525
231-922-0787
Other Info
Lejeune Puetz Investment Counsel is a Michigan-based Limited Liability Company that offers advisory services to its clients. The firm has been approved by the U.S. Securities and Exchange Commission since its registration date of August 18, 1997. With a total of one employee, all in advisory roles, the number of clients served by Lejeune Puetz remains unknown.
LeJeune Puetz Investment Counsel, L.L.C.
Welcome LeJeune Puetz Investment Counsel, one of the oldest and largest investment advisory firms in Northern Michigan, specializes in creating customized portfolios for high net-worth clients. The firm had its beginnings in 1988 when Dennis LeJeune, formerly an Executive Vice President for the Harr…
Direct Owners
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JOHN CHARLES PUETZ
MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
Top Holdings
- ISHARES FLT $6,902k
- MICROSOFT CORP $5,622k
- ISHARES TR JPMORGAN USD EMG $5,047k
- Apple Inc $4,886k
- JPMORGAN CHASE & CO $4,060k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $4,047k
- CISCO SYSTEMS INC $3,978k
- Boeing Co/The $3,958k
- SPDR S&P 500 ETF TR TR UNIT $3,743k
- Alphabet Inc $3,582k