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Building 2SCHWALLIER WEALTH MANAGEMENT

Map pinGRAND RAPIDS, MI
Phone616-855-2051
NotebookSEC #801-122547
Total AUM
$197M
Employees
3
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 CASCADE WEST PARKWAY SE
GRAND RAPIDS
MI 49546
United States
Operating Hours
9:00-5:00M-F
Monday - Friday
Phone
616-855-2051

ReceiptFinancials

Total AUM
$197M
Accounts
885
Discretionary
$197M
Accounts
885
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
236
AUM
$87.6M
HNW Individual Clients
54
AUM
$102.3M
Charitable Organization Clients
2
AUM
$7.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILINMINE

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

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