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GRAND WEALTH MANAGEMENT, LLC
Tel: (616) 451-4228
333 Bridge Street Nw Suite 800
Grand Rapids, Michigan 49504
GRAND WEALTH MANAGEMENT, LLC
GRAND WEALTH MANAGEMENT, LLC is a Grand Rapids, Michigan based financial advisory firm with nearly $604,519,121 in assets under management and provides investment advisory services for 1062 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
132137
SEC#:
801-63306
No. of Clients:
1062
Assets under Management
$604,519,121
No. of Advisors:
13
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