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Building 2MANER WEALTH

Map pinLANSING, MI
Phone517-323-7500
NotebookSEC #801-129866
Total AUM
$299.5M
Employees
3
Clients
492

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2425 E. GRAND RIVER AVE. STE. 1
LANSING
MI 48912
United States
Operating Hours
8 - 5
Monday - Friday
Phone
517-323-7500
Other Offices
1

ReceiptFinancials

Total AUM
$299.5M
Accounts
1,256
Discretionary
$299.5M
Accounts
1,256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
409
AUM
$95.2M
HNW Individual Clients
42
AUM
$99.3M
Pension/Profit Sharing Plan Clients
5
AUM
$7.6M
Charitable Organization Clients
5
AUM
$1.4M
Government Entity Clients
5
AUM
$22.3M
Corporation or Business Clients
26
AUM
$73.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MIWI

HandshakeAffiliates

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

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