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Building 2HENRICKSON NAUTA WEALTH ADVISORS, INC.

Map pinBELMONT, MI
Phone616-361-9308
NotebookSEC #801-69451
Total AUM
$805.4M
Employees
15
Clients
508

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2325 BELMONT CENTER DR. NE
SUITE A
BELMONT
MI 49306
United States
Operating Hours
8AM - 5PM EST
Monday - Friday
Phone
616-361-9308

ReceiptFinancials

Total AUM
$805.4M
Accounts
1,912
Discretionary
$780.4M
Accounts
1,819
Non-Discretionary
$25M
Accounts
93

ContactClients

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Individual Clients
248
AUM
$43.7M
HNW Individual Clients
238
AUM
$710.1M
Pension/Profit Sharing Plan Clients
20
AUM
$34.1M
Charitable Organization Clients
1
AUM
$435.5K
Corporation or Business Clients
1
AUM
$17.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMINCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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