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Building 2GENERATIONAL WEALTH MANAGEMENT

Map pinZEELAND, MI
Phone616-931-1270
NotebookSEC #801-118828
Total AUM
$394.8M
Employees
9
Clients
665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
244 EAST MAIN AVENUE
ZEELAND
MI 49464
United States
Operating Hours
9:30 - 5:00 M-TH, 9:30 - 4:00 F
Monday - Friday
Phone
616-931-1270
Other Offices
3

ReceiptFinancials

Total AUM
$394.8M
Accounts
2,121
Discretionary
$394.8M
Accounts
2,121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
566
AUM
$149M
HNW Individual Clients
99
AUM
$245.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINMIPASCTXVA

HandshakeAffiliates

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

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