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Building 2STRAIGHT PATH WEALTH MANAGEMENT

Map pinJENISON, MI
Phone616-288-3670
NotebookSEC #801-120307
Total AUM
$472.5M
Employees
12
Clients
902

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7699 GEORGETOWN CENTER DRIVE
JENISON
MI 49428
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
616-288-3670

ReceiptFinancials

Total AUM
$472.5M
Accounts
2,069
Discretionary
$470.1M
Accounts
2,063
Non-Discretionary
$2.4M
Accounts
6

ContactClients

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Individual Clients
810
AUM
$191M
HNW Individual Clients
87
AUM
$242.7M
Charitable Organization Clients
2
AUM
$16.5M
Insurance Company Clients
1
AUM
$19.1M
Corporation or Business Clients
2
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMINESCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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