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Building 2LFN ADVISORS INC.

Map pinMUSKEGON, MI
Phone616-589-4004
NotebookSEC #801-114705
Total AUM
$23.7M
Employees
4
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 TERRACE POINT DR.
SUITE 325
MUSKEGON
MI 49440
United States
Operating Hours
9-5
Monday - Friday
Phone
616-589-4004
Other Offices
2

ReceiptFinancials

Total AUM
$23.7M
Accounts
179
Discretionary
$23.7M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
179
AUM
$23.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOIAINKYLAMIMNMONENMNYOHPATNTXWI

HandshakeAffiliates

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

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