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Building 2PEACE OF MIND WEALTH MANAGEMENT

Map pinBRIGHTON, MI
Phone(810) 207-5311
NotebookSEC #801-122775
Total AUM
$2.9M
Employees
8
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1024 E. GRAND RIVER AVE.
BRIGHTON
MI 48116
United States
Operating Hours
8:30AM-5PM M-T 8:30AM-2:30PM F
Monday - Friday
Phone
(810) 207-5311
Other Offices
4

ReceiptFinancials

Total AUM
$2.9M
Accounts
49
Discretionary
$2.9M
Accounts
49
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$2.9M

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
CAFLILINMI

HandshakeAffiliates

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

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