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Building 2SIENA WEALTH ADVISORS

Map pinGRAND LEDGE, MI
Phone517-627-1412
NotebookSEC #801-107786
Total AUM
$218.9M
Employees
4
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11973 SWEETWATER DRIVE
SUITE A-1
GRAND LEDGE
MI 48837
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
517-627-1412
Other Offices
1

ReceiptFinancials

Total AUM
$218.9M
Accounts
1,078
Discretionary
$213.1M
Accounts
1,038
Non-Discretionary
$5.9M
Accounts
40

ContactClients

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Individual Clients
335
AUM
$81M
HNW Individual Clients
82
AUM
$128.9M
Charitable Organization Clients
2
AUM
$2.5M
Corporation or Business Clients
10
AUM
$6.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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