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Building 2PLANNERS ALLIANCE

Map pinHOLLAND, MI
Phone866-530-1400
NotebookSEC #801-112051
Total AUM
$286.6M
Employees
20
Clients
1,713

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
148 S. RIVER AVE.
STE. 301
HOLLAND
MI 49423
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
866-530-1400
Other Offices
11

ReceiptFinancials

Total AUM
$286.6M
Accounts
3,398
Discretionary
$286.6M
Accounts
3,398
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,713
AUM
$286.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
ALAZCACOFLGAIDILINMAMDMEMIMNMTNCNMNVNYOHORSCSDTNTXUTVAWAWI

HandshakeAffiliates

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

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