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Building 2WEALTH EASE WEALTH MANAGEMENT

Map pinMARSHALL, MI
Phone269-781-8371
NotebookSEC #801-135350
Total AUM
$132.2M
Employees
3
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1106 S KALAMAZOO AVE
MARSHALL
MI 49068
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
269-781-8371

ReceiptFinancials

Total AUM
$132.2M
Accounts
650
Discretionary
$114.8M
Accounts
647
Non-Discretionary
$17.4M
Accounts
3

ContactClients

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Individual Clients
224
AUM
$60.6M
HNW Individual Clients
24
AUM
$54.2M
Pension/Profit Sharing Plan Clients
3
AUM
$17.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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