STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
616-288-3670
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI, JENISON
3 advisers found
Jenison, MI
AUM
$472.5M
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
616-288-3670
Jenison, MI
AUM
$206.8M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
800-890-1246
Jenison, MI
AUM
$158.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(616) 226-8867