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Mary Litt

27 Years of Experience
Bloomfield Hills, MI

Mary Litt is a registered investment advisor at Alidade Capital, LLC, based in Bloomfield Hills, MI, with 27 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 2 clients with $550M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$275.6M average
Assets Under Management
$551.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Alidade Capital charges a percentage-based management fee to its pooled investment funds. The fee is generally payable in advance on the first day of each calendar quarter. The management fee is based on the capital commitments of the underlying limited partners, or in some cases, partially on the amount of their invested capital. After the commitment period, the management fee is based on either the capital commitments or the invested capital, with specifics varying among the funds.

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Location

40900 Woodward Avenue, Suite 250, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Alidade Capital, LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
American Enterprise Investment Services INC.Broker
January 2017 - March 2018 · 1 yr 2 mos
Ameriprise Financial Services, INC.
October 2015 - March 2018 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
September 2015 - March 2018 · 2 yrs 6 mos
Comerica Securities
March 2015 - September 2015 · 6 mos
Comerica SecuritiesBroker
March 2015 - September 2015 · 6 mos
Comerica SecuritiesBroker
December 2009 - February 2015 · 5 yrs 2 mos
Comerica Securities
December 2009 - February 2015 · 5 yrs 2 mos
Cssc Investment Advisory Services, INC.
October 2008 - November 2009 · 1 yr 1 mo
Cssc Brokerage Services, INC.Broker
February 2008 - November 2009 · 1 yr 9 mos
Aig Retirement Advisors, INC.Broker
May 2007 - February 2008 · 9 mos
Linsco/private Ledger CORP.Broker
July 2006 - May 2007 · 10 mos
Comerica SecuritiesBroker
May 1998 - March 2006 · 7 yrs 10 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.