GRAND WEALTH MANAGEMENT, LLC - Financial Advisor in Michigan, Grand Rapids

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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282516

801-107115

$20,209,044,347

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104683

801-3475

2599

$2,354,512,728

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289913

801-112177

3183

$2,232,574,455

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170939

801-79728

$1,628,447,738

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7763

801-106623

3513

$1,071,810,373

MIDWEST CAPITAL ADVISORS, LLC

125389

801-79681

891

$947,304,066

FINANCIAL ADVISORY CORPORATION

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166251

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669

$576,126,530

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1465

$490,209,538

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550

$446,640,410

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1270

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290177

801-126298

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319351

801-123724

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