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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?