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Building 2GRAETZ WEALTH

Map pinJENISON, MI
Phone(616) 226-8867
NotebookSEC #801-129537
Total AUM
$158.2M
Employees
3
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 BALDWIN STREET
SUITE 207
JENISON
MI 49428
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(616) 226-8867

ReceiptFinancials

Total AUM
$158.2M
Accounts
861
Discretionary
$150M
Accounts
857
Non-Discretionary
$8.2M
Accounts
4

ContactClients

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Individual Clients
266
AUM
$69.4M
HNW Individual Clients
50
AUM
$79.8M
Pension/Profit Sharing Plan Clients
5
AUM
$8.5M
Corporation or Business Clients
1
AUM
$500K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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