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Building 2ANDREWS & COMPANY

Map pinGRAND RAPIDS, MI
Phone616-458-3870
NotebookSEC #801-67547
Total AUM
$135.9M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 PEARL STREET N.W.
SUITE 333-A TRUST BUILDING
GRAND RAPIDS
MI 49503
United States
Operating Hours
8:30 - 5:00 (ET)
Monday - Friday
Phone
616-458-3870

ReceiptFinancials

Total AUM
$135.9M
Accounts
36
Discretionary
$76.9M
Accounts
16
Non-Discretionary
$59M
Accounts
20

ContactClients

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Individual Clients
4
AUM
$2.2M
HNW Individual Clients
26
AUM
$133.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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