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Building 2BEMANAGED

Map pinGRAND RAPIDS, MI
Phone616.871.0751
NotebookSEC #801-70678
Total AUM
$410M
Employees
6
Clients
1,072

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4280 CASCADE ROAD SE
GRAND RAPIDS
MI 49546
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
616.871.0751

ReceiptFinancials

Total AUM
$410M
Accounts
1,072
Discretionary
$410M
Accounts
1,072
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
989
AUM
$278M
HNW Individual Clients
83
AUM
$132M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINLAMIMNNCOHTXWAWI

HandshakeAffiliates

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

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