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Building 2CFG REGISTERED INVESTMENT ADVISORS

Map pinGRAND RAPIDS, MI
Phone616-575-2020
NotebookSEC #801-62819
Total AUM
$97.4M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
607 CASCADE WEST PARKWAY
GRAND RAPIDS
MI 49546-2158
United States
Operating Hours
9-5 MON-THURS; 9-12 FRI
Monday - Friday
Phone
616-575-2020

ReceiptFinancials

Total AUM
$97.4M
Accounts
1,124
Discretionary
$97.4M
Accounts
1,124
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTATION AND INVESTMENT ADVICE NOT INVOLVING PORTFOLIO MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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