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Building 2LIFEWORKS ADVISORS, LLC

Map pinGRAND RAPIDS, MI
Phone(616) 200-6512
NotebookSEC #801-119648
Total AUM
$966.7M
Employees
48
Clients
1,815

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4095 PARK EAST CT.
STE. C
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(616) 200-6512
Other Offices
36

ReceiptFinancials

Total AUM
$966.7M
Accounts
4,836
Discretionary
$912.3M
Accounts
4,803
Non-Discretionary
$54.4M
Accounts
33

ContactClients

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Individual Clients
1,337
AUM
$247.8M
HNW Individual Clients
435
AUM
$648.8M
Pension/Profit Sharing Plan Clients
33
AUM
$54.4M
Charitable Organization Clients
1
AUM
$458.9K
Corporation or Business Clients
9
AUM
$15.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLGAILINKYLAMAMDMIMNMTNCNHNJNVNYOHSCTNTXUTVAWAWI

HandshakeAffiliates

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

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