AdvisorGrade

Financial advisers in Jenison, MI

3 registered investment adviser firms in Jenison managing $837M in assets, based on public SEC Form ADV filings.

Straight Path Wealth Management

Jenison, MI · Est. 2021

Local
Fee-only
AUM
$472M
Per adviser
$47M
Advisers
10

No reported disclosures

Alliance Investment Management, LLC

Jenison, MI · Est. 2021

Local
Fee-based
AUM
$207M
Per adviser
$69M
Advisers
3

No reported disclosures

Graetz Wealth

Jenison, MI · Est. 2024

Local
Fee-only
AUM
$158M
Per adviser
$53M
Advisers
3

No reported disclosures