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Building 2HEMMING& WEALTH MANAGEMENT, INC.

Map pinTRAVERSE CITY, MI
Phone(231) 922-2900
NotebookSEC #801-114962
Total AUM
$292.6M
Employees
9
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 E. FRONT STREET
SUITE 201
TRAVERSE CITY
MI 49686
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(231) 922-2900

ReceiptFinancials

Total AUM
$292.6M
Accounts
1,614
Discretionary
$288.1M
Accounts
1,567
Non-Discretionary
$4.5M
Accounts
47

ContactClients

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Individual Clients
323
AUM
$98.1M
HNW Individual Clients
113
AUM
$190M
Corporation or Business Clients
10
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

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

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