1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC

Map pinGRANDVILLE, MI
Phone616-531-5220
NotebookSEC #801-118483
Total AUM
$133.4M
Employees
2
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 WILSON AVE SW
STE 2
GRANDVILLE
MI 49418
United States
Operating Hours
9:30 A.M. TO 5 P.M.
Monday - Friday
Phone
616-531-5220

ReceiptFinancials

Total AUM
$133.4M
Accounts
1,426
Discretionary
$133.3M
Accounts
1,418
Non-Discretionary
$60.1K
Accounts
8

ContactClients

View more in analytics →

Individual Clients
394
AUM
$94.7M
HNW Individual Clients
51
AUM
$38.6M
Charitable Organization Clients
1
AUM
$60.1K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMITX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account