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Building 2FINANCIAL ADVISORY CORPORATION

Map pinGRAND RAPIDS, MI
Phone616-235-5260
NotebookSEC #801-33761
Total AUM
$1.1B
Employees
14
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4251 CASCADE ROAD S.E.
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:00 A.M.- 4:30 P.M.
Monday - Friday
Phone
616-235-5260

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,162
Discretionary
$1.1B
Accounts
1,162
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$64.5M
HNW Individual Clients
133
AUM
$533.9M
Pension/Profit Sharing Plan Clients
10
AUM
$44.8M
Charitable Organization Clients
14
AUM
$334.2M
Corporation or Business Clients
11
AUM
$127.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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