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Building 2AVERY WEALTH, INC.

Map pinJACKSON, MI
Phone517-783-1695
NotebookSEC #801-120078
Total AUM
$201.7M
Employees
5
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2727 SPRING ARBOR ROAD
JACKSON
MI 49203
United States
Operating Hours
9:00-5:00 MON-THURS; 9:00-1:00 FRI
Monday - Friday
Phone
517-783-1695

ReceiptFinancials

Total AUM
$201.7M
Accounts
1,040
Discretionary
$201.7M
Accounts
1,040
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
335
AUM
$97.6M
HNW Individual Clients
49
AUM
$91.7M
Pension/Profit Sharing Plan Clients
10
AUM
$12.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINH

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

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