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Building 2FAMILY CAPITAL MANAGEMENT

Map pinGRAND RAPIDS, MI
Phone616-774-4560
NotebookSEC #801-110407
Total AUM
$435.1M
Employees
10
Clients
499

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
168 LOUIS CAMPAU PROMENADE NW,
SUITE 500
GRAND RAPIDS
MI 49503
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
616-774-4560

ReceiptFinancials

Total AUM
$435.1M
Accounts
1,322
Discretionary
$435.1M
Accounts
1,322
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
360
AUM
$87.7M
HNW Individual Clients
131
AUM
$312.1M
Charitable Organization Clients
5
AUM
$25.7M
Corporation or Business Clients
3
AUM
$9.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMINCOHTX

HandshakeAffiliates

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

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