Overview
Assets Under Management: $348 million
Headquarters: JENISON, MI
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,783
Discretionary Accounts: 1,783
Regulatory Filings
CRD Number: 148897
Filing ID: 2008833
Last Filing Date: 2025-08-18 14:41:00
Website: https://straightpathwealth.com