Overview
Assets Under Management: $442 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 151
Average Client Assets: $1 million
Frequently Asked Questions
BEMANAGED FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140099), BEMANAGED FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
BEMANAGED FINANCIAL SERVICES, INC. is headquartered in GRAND RAPIDS, MI.
BEMANAGED FINANCIAL SERVICES, INC. serves 151 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, BEMANAGED FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BEMANAGED FINANCIAL SERVICES, INC. manages $442 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, BEMANAGED FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.64
Average High-Net-Worth Client Assets: $1 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