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Schechter's Aaron Hodari Recognized as Crain's 2022 Notable Money Manager

Schechter Managing Director and Chief Investment Officer Aaron Hodari , CFP, CIMA was recognized as one of Crain’s Detroit 2022 Notable Money Managers. The leaders featured in the Notable Money Managers report were nominated by their peers. A team of Crain’s Detroit Business editors then selected

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Schechter Adds Chicago Presence, Reaches $2 Billion AUM in Asset Acquisition of Coe Capital Management

Schechter Investment Advisors, LLC (“Schechter”) a Michigan-based independent, financial advisory firm announced today the acquisition of the majority of assets of Coe Capital Management, LLC (“CCM”). This move extends Schechter’s geographic footprint to the Chicago area which also offers advisory

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Schechter Featured in Crain’s 2021 ‘Cool Places to Work’

Crain’s Detroit Business released its 2021 list of “Cool Places to Work” on Friday, August 20, and Schechter was among the 100 companies selected. This is Schechter’s third appearance (2017, 2018, 2021) on Crain’s annual installment, now in its ninth year, which recognizes Michigan’s coolest

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Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS