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Building 2BELLEVUE FINANCIAL GROUP LLC

Map pinBRIDGMAN, MI
Phone616-466-2151
NotebookSEC #801-54108
Total AUM
$42.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9762 TOTH ST. P.O. BOX 167
BRIDGMAN
MI 49106
USA
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
616-466-2151

ReceiptFinancials

Total AUM
$42.8M
Accounts
10
Discretionary
$29.5M
Accounts
7
Non-Discretionary
$13.3M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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