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Grand Wealth Management, Llc

EST. AUM
$597,808,427

CONTACTS
8

CLIENT ACCOUNTS
929

Firm Details

Metro area Grand Rapids
CRD Number 132137
Website grandwealth.com
Client types

Overview

The firm is committed to a client-focused approach that starts and ends with a thorough understanding of their clients. Their fee structure is always transparent, fair and aligned with their clients’ best interests. They follow a disciplined and structured approach to all aspects of investment management and financial management. Their purpose as a firm is to help clients accomplish more for themselves, their family and community for generations to come.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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