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Building 2HEITZMAN ADVISORY GROUP, INC.

Map pinGRAND RAPIDS, MI
Phone616-774-2372
NotebookSEC #801-60020
Total AUM
$23.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 EAST FULTON STREET
SUITE 216
GRAND RAPIDS
MI 49503
USA
Operating Hours
8 A.M. TO 5 P.M. (EST)
Monday - Friday
Phone
616-774-2372

ReceiptFinancials

Total AUM
$23.8M
Accounts
124
Discretionary
$0
Accounts
0
Non-Discretionary
$23.8M
Accounts
124

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges 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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