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Building 2BRAEBURN WEALTH MANAGEMENT, LLC

Map pinMUSKEGON, MI
Phone231-720-0743
NotebookSEC #801-108353
Total AUM
$259.4M
Employees
6
Clients
454

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 WEST WESTERN AVENUE
MUSKEGON
MI 49442
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
231-720-0743

ReceiptFinancials

Total AUM
$259.4M
Accounts
1,133
Discretionary
$259.4M
Accounts
1,133
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
404
AUM
$126.5M
HNW Individual Clients
37
AUM
$121.4M
Pension/Profit Sharing Plan Clients
7
AUM
$0
Charitable Organization Clients
1
AUM
$7.8M
Corporation or Business Clients
5
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CONSULTATION SERVICES; GENERAL EDUCATION WORKSHOPS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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