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BEMANAGED

BEMANAGED FINANCIAL SERVICES, INC.

CRD 140099 · SEC 801-70678

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4280 CASCADE ROAD SE, GRAND RAPIDS, MI, 49546, United States

Phone

616.871.0751

Fax

616.741.1366

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$410.0M

Discretionary AUM

$410.0M

Team

6 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals989$278.0M
High net worth individuals83$132.0M

States served

CA, GA, IL, IN, LA, MI, MN, NC, OH, WI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD