Overview
Assets Under Management: $245 million
Headquarters: GRANDVILLE, MI
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 987
Discretionary Accounts: 982
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 121348
Filing ID: 1973401
Last Filing Date: 2025-03-31 12:19:00
Website: https://www.stw.adv.com