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Building 2BLUE WATER ASSET MANAGEMENT

Map pinGRAND RAPIDS, MI
Phone616-447-1600
NotebookSEC #801-81153
Total AUM
$428.5M
Employees
10
Clients
940

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4120 E. BELTLINE AVE.
SUITE 100
GRAND RAPIDS
MI 49525
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
616-447-1600
Other Offices
2

ReceiptFinancials

Total AUM
$428.5M
Accounts
1,855
Discretionary
$428.5M
Accounts
1,855
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
794
AUM
$166.3M
HNW Individual Clients
122
AUM
$246.4M
Charitable Organization Clients
6
AUM
$5M
Insurance Company Clients
2
AUM
$219.4K
Corporation or Business Clients
15
AUM
$8.3M
Other Clients
1
AUM
$2.3M
Description of Other Clients
PRIVATE SCHOOL

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILMINCOHTNTX

HandshakeAffiliates

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

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