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Building 2CLEAR RIDGE WEALTH MANAGEMENT, LLC

Map pinKALAMAZOO, MI
Phone269-381-1700
NotebookSEC #801-121285
Total AUM
$244.6M
Employees
4
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
259 E. MICHIGAN AVENUE
SUITE 105
KALAMAZOO
MI 49007
United States
Operating Hours
9 AM TO 5PM
Monday - Friday
Phone
269-381-1700

ReceiptFinancials

Total AUM
$244.6M
Accounts
425
Discretionary
$240.3M
Accounts
419
Non-Discretionary
$4.3M
Accounts
6

ContactClients

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Individual Clients
59
AUM
$22.1M
HNW Individual Clients
72
AUM
$222.5M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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