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Building 2HUNGERFORD FINANCIAL LLC

Map pinGRAND RAPIDS, MI
Phone616-302-1558
NotebookSEC #801-114535
Total AUM
$492.1M
Employees
5
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2910 LUCERNE DRIVE SE
GRAND RAPIDS
MI 49546
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
616-302-1558

ReceiptFinancials

Total AUM
$492.1M
Accounts
1,061
Discretionary
$456.7M
Accounts
1,039
Non-Discretionary
$35.4M
Accounts
22

ContactClients

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Individual Clients
191
AUM
$71.4M
HNW Individual Clients
94
AUM
$289.7M
Pension/Profit Sharing Plan Clients
22
AUM
$35.4M
Charitable Organization Clients
35
AUM
$92.4M
Corporation or Business Clients
7
AUM
$3.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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