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Building 2HILBOLDT WESTIN & MELVIN OFFICE

Map pinKALAMAZOO, MI
Phone616-382-5800
NotebookSEC #801-14842
Total AUM
$555.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 E MICHIGAN AVE SUITE 1201
KALAMAZOO
MI 49007-3936
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
616-382-5800

ReceiptFinancials

Total AUM
$555.3M
Accounts
341
Discretionary
$555.3M
Accounts
341
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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