GRAETZ WEALTH - Financial Advisor in Michigan, Jenison

Tel: 616-226-8867 501 Baldwin St Suite 207 Jenison, Michigan 49428

About GRAETZ WEALTH

GRAETZ WEALTH is a Jenison, Michigan based financial advisory firm with nearly $107,765,305 in assets under management and provides investment advisory services for 716 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

317857

Firm SEC#:

801-129537

Assets Under Management:

$107,765,305

No. of Clients:

716

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based, Other (SOLICITOR FEES)

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