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Building 2BURNHAM & DELLS ADVISORS

Map pinGRAND RAPIDS, MI
Phone616-940-9124
NotebookSEC #801-60510
Total AUM
$386.3M
Employees
5
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 FRONT STREET
SUITE 305
GRAND RAPIDS
MI 49504
United States
Operating Hours
9:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
616-940-9124

ReceiptFinancials

Total AUM
$386.3M
Accounts
365
Discretionary
$386.3M
Accounts
365
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
121
AUM
$30.4M
HNW Individual Clients
67
AUM
$109M
Pension/Profit Sharing Plan Clients
26
AUM
$246.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
MEMINY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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