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Building 2PEARL WEALTH GROUP

Map pin
Phone(616) 726-2090
NotebookSEC #801-135321
Total AUM
$102.9M
Employees
4
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(616) 726-2090
Other Offices
1

ReceiptFinancials

Total AUM
$102.9M
Accounts
612
Discretionary
$102.7M
Accounts
611
Non-Discretionary
$233K
Accounts
1

ContactClients

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Individual Clients
250
AUM
$67.7M
HNW Individual Clients
23
AUM
$35.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMIMONCNJNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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