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Advisers in Jenison, MI

4 advisers in Jenison — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Alliance Investment Management, LLC507 Baldwin St · Jenison, MI 49428 · (800) 890-1246 · Flat / fixed feesCRD 152012 · % of assets, Fixed fees · $206.8 million AUMSEC registeredNo commissions reportedClearview Investments, LLC1360 Baldwin St · Jenison, MI 49428 · (616) 667-8990 · % of assets managedCRD 143693 · % of assets, Other · $59.1 million AUMState registeredNo commissions reportedGraetz Wealth501 Baldwin Street, Suite 207 · Jenison, MI 49428 · (616) 226-8867 · Financial planningCRD 317857 · % of assets · $158.2 million AUMSEC registeredNo commissions reportedStraight Path Wealth Management7699 Georgetown Center Drive · Jenison, MI 49428 · (616) 288-3670 · Financial planningCRD 148897 · % of assets, Hourly charges · $472.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Jenison? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.