STRAIGHT PATH WEALTH MANAGEMENT - Financial Advisor in Michigan, Jenison

Tel: 616-288-3670 7699 Georgetown Center Drive Jenison, Michigan 49428

About STRAIGHT PATH WEALTH MANAGEMENT

STRAIGHT PATH WEALTH MANAGEMENT is a Jenison, Michigan based financial advisory firm with nearly $271,529,999 in assets under management and provides investment advisory services for 1609 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

148897

Firm SEC#:

801-120307

Assets Under Management:

$271,529,999

No. of Clients:

1609

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

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