GRAND WEALTH MANAGEMENT, LLC
Tel: (616) 451-4228 333 Bridge Street Nw Suite 800 Grand Rapids, Michigan 49504
About GRAND WEALTH MANAGEMENT, LLC
GRAND WEALTH MANAGEMENT, LLC is a Grand Rapids, Michigan based financial advisory firm with nearly $604,519,121 in assets under management and provides investment advisory services for 1062 clients. There are currently 13 financial advisors at the firm.
General Information
Firm CRD#:
132137
Firm SEC#:
801-63306
Assets Under Management:
$604,519,121
No. of Clients:
1062
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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