CWS FINANCIAL ADVISORS LLC
Kalamazoo, MI
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(269) 349-4600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MI, KALAMAZOO
4 advisers found
TRUNORTH CAPITAL MANAGEMENT, LLC
Kalamazoo, MI
AUM
$724.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
8774690446
GASAWAY INVESTMENT ADVISORS, INC.
Kalamazoo, MI
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 324-0080
VALLEY OAK INVESTMENT STRATEGIES LLC
Kalamazoo, MI
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
269-492-7220