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Building 2JVL WEALTH STRATEGIES

Map pinWYOMING, MI
Phone616-261-2800
NotebookSEC #801-61660
Total AUM
$784.4M
Employees
8
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1657 GEZON PARKWAY SW SUITE C
WYOMING
MI 49519
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
616-261-2800

ReceiptFinancials

Total AUM
$784.4M
Accounts
974
Discretionary
$757.8M
Accounts
957
Non-Discretionary
$26.6M
Accounts
17

ContactClients

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Individual Clients
77
AUM
$32.9M
HNW Individual Clients
109
AUM
$746.4M
Charitable Organization Clients
1
AUM
$5.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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