Overview
Assets Under Management: $605 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 106
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.46
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,062
Discretionary Accounts: 1,062
Regulatory Filings
CRD Number: 132137
Last Filing Date: 2024-06-25 00:00:00
Website: https://grandwealth.com