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Building 2REVALUE LLC

Map pinGRAND RAPIDS, MI
Phone888-642-2728
NotebookSEC #801-132390
Total AUM
$128.5M
Employees
8
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 FULTON ST W
GRAND RAPIDS
MI 49503
United States
Operating Hours
9:30AM - 4:00PM
Monday - Friday
Phone
888-642-2728
Other Offices
8

ReceiptFinancials

Total AUM
$128.5M
Accounts
501
Discretionary
$128.5M
Accounts
501
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$25.5M
HNW Individual Clients
152
AUM
$68.4M
Charitable Organization Clients
1
AUM
$34.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUBSCRIPTION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMDMIMNNCNYPATX

HandshakeAffiliates

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

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