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Building 2WEST MICHIGAN ADVISORS

Map pinHOLLAND, MI
Phone(616) 820-1040
NotebookSEC #801-120208
Total AUM
$781.3M
Employees
23
Clients
1,379

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 HOOVER BLVD.
SUITE 300
HOLLAND
MI 49423
United States
Operating Hours
M - TH 8:30AM - 4:30PM F 8:00AM - 4:00 PM
Monday - Friday
Phone
(616) 820-1040

ReceiptFinancials

Total AUM
$781.3M
Accounts
2,993
Discretionary
$781.3M
Accounts
2,993
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,218
AUM
$278.4M
HNW Individual Clients
160
AUM
$499.5M
Charitable Organization Clients
1
AUM
$3.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKYLAMIOHTNTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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