Paul Dziepak
Advisor at Cirrus Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cirrus Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bloomfield Hills, MI 48304
Credentials
Series 66
Industry experience
13 years
Paul Dziepak is a financial advisor at Cirrus Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Black Oak Capital, LLC and Hudson Insurance Group, where he currently serves as an insurance agent and producer. Outside of his advisory role, he is involved with Key of Hope as a marketing and event coordinator and is the owner of Kingdom Building Ventures, LLC; he has also authored an e-book. Cirrus Capital serves individual and high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management, sub-advisory services, and retirement-plan consulting. The firm uses a proprietary quantitative framework combined with fundamental analysis to manage portfolios and offers paid, hourly investment research services alongside other specialized investment strategies.
Based on Cirrus Capital LLC
Estate Planning flat rate up to $1,700, negotiable
$0+: Negotiable up to 2.00% annually for Portfolio Management Services $0+: 0.50% annually for Sub-Advisory Services (may be negotiable) $0+: 0.50% annually for Retirement Plan Consulting Services (negotiable) $0+: 2.00% annually for Participant Account Management (may be negotiable)
$150 per hour for Investment Research (negotiable)
Fee-only: Hourly rate $150 (Investment Research, negotiable)
40900 Woodward Avenue, Ste. 111
Bloomfield Hills, MI 48304
Michigan
Cirrus Capital, LLC
2022 - Present (4 years)
CIRRUS CAPITAL, LLC
2020 - 2022 (2 years)
Hudson Insurance Group
2020 - Present (6 years)
BLACK OAK CAPITAL, LLC dba FUNDTEQ
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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