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STRAIGHT PATH WEALTH MANAGEMENT

Tel: 616-288-3670
7699 Georgetown Center Drive
Jenison, Michigan  49428

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STRAIGHT PATH WEALTH MANAGEMENT

STRAIGHT PATH WEALTH MANAGEMENT is a Jenison, Michigan based financial advisory firm with nearly $271,529,999 in assets under management and provides investment advisory services for 1609 clients. There are currently 10 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

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

148897

SEC#:

801-120307

No. of Clients:

1609

Assets under Management

$271,529,999

No. of Advisors:

10

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