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LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
LAFLEUR & GODFREY LLC
CRD 168831 · SEC 801-78536
625 KENMOOR AVE SE, SUITE 209, GRAND RAPIDS, MI, 49546, United States
Phone
616-942-1580
Fax
616-942-6852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.02B
Team
7 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsINSURANCE SOLUTIONS, CREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $52.7M |
| High net worth individuals | 319 | $910.1M |
| Pension/profit sharing plans | 8 | $21.8M |
| Charitable organizations | 10 | $31.7M |
| Corporations/business entities | 1 | $206K |
States served
CA, CO, IL, LA, MI, NC, OH, OR, FL
All web addresses on file
Official SEC filing: View on IAPD