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Financial Advisor Magazine’s 2020 RIA Survey and Ranking
September 9, 2020
Grand Wealth Management is proud to be listed in Financial Advisor magazine’s 2020 RIA Survey and Ranking. Grand Wealth experienced a 24.02% growth in assets under management from 2018 to 2019. We crossed over the $400 million of assets under management threshold going into 2020, with an average of $2.85 million of assets per client relationship. 2019 brought our team many blessings and we continue to look forward to helping our clients accomplish more for themselves, their family, and community.
Grand Wealth Management, LLC
333 Bridge Street NW, Suite 800
Grand Rapids, MI 49504
Through our wealth management process we look forward to learning what is important to you and introducing you to our professional team. Contact us to get started.