Samrah Investment Management Company (Troy)

Name: Samrah Investment Management Company
Address: 6886 Killarney Lane, Troy, MI, 48098
Telephone: 248-502-1215

Samrah Investment Management Company is an adviser based in Troy. It manages $23.6 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Michigan.

Samrah Investment Management Company provides portfolio management for individuals and small businesses and customized balance sheet and cash flow analysis. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Samrah Investment Management Company: assets under management

The assets under management (AUM) of Samrah Investment Management Company is $23.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $327.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Samrah Investment Management Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Samrah Investment Management Company

Robert Joseph Samrah has been acting as President since 1 Jun 2004. Timothy Patrick Atkinson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Samrah	President	1 Jun 2004	75% - 100%	2627974
Timothy Patrick Atkinson	Chief compliance officer	1 Jun 2004	Other	2335446

Based in Troy

The principal office where Samrah Investment Management Company performs its advisory services is located at 6886 Killarney Lane, Troy, MI 48098 The mailing address of the firm is P.O. Box 33130, Bloomfield Hills, MI 48303. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-502-1215. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.samrah.biz.