HEITZMAN ADVISORY GROUP, INC.
Total AUM
$23.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
233 EAST FULTON STREET
SUITE 216
GRAND RAPIDS
MI 49503
USA
SUITE 216
GRAND RAPIDS
MI 49503
USA
Operating Hours
8 A.M. TO 5 P.M. (EST)
Monday - Friday
Monday - Friday
Phone
616-774-2372
Financials
Total AUM
$23.8M
Accounts
124Discretionary
$0
Accounts
0Non-Discretionary
$23.8M
Accounts
124
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.