Overview
Assets Under Management: $442 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 3
Average Client Assets: $85 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.36
Average High-Net-Worth Client Assets: $85 million
Total Client Accounts: 1,242
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 140099
Filing ID: 1970234
Last Filing Date: 2025-03-28 12:35:00
Website: https://bemanaged.com