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Building 2SCHWALLIER, WEALTH MANAGEMENT

Map pinGRAND RAPIDS, MI
Phone616-855-2051
NotebookSEC #801-68029
Total AUM
$30M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5075 CASCADE RD SE, STE. B
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:30-5:00M-F, 10-1 S
M-F, S
Phone
616-855-2051

ReceiptFinancials

Total AUM
$30M
Accounts
370
Discretionary
$30M
Accounts
370
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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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
INMI

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

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