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Building 2STOKES & STOCKING INC

Map pinGRAND RAPIDS, MI
Phone616-235-2442
NotebookSEC #801-32612
Total AUM
$185.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
96 MONROE CENTER NW
SUITE 305
GRAND RAPIDS
MI 49503
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
616-235-2442

ReceiptFinancials

Total AUM
$185.1M
Accounts
920
Discretionary
$178.8M
Accounts
877
Non-Discretionary
$6.2M
Accounts
43

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

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

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