HENRICKSON NAUTA WEALTH ADVISORS, INC.

2325 Belmont Center Dr. Ne
Suite A
Belmont, Michigan 49306
Tel: 616-361-9308

About HENRICKSON NAUTA WEALTH ADVISORS, INC.

HENRICKSON NAUTA WEALTH ADVISORS, INC, formally registered with the SEC as HENRICKSON NAUTA WEALTH ADVISORS, INC. The firm was established in 07/31/2008. They have over 1 offices throughout the country.

HENRICKSON NAUTA WEALTH ADVISORS, INC. is a Belmont, Michigan based Financial Planning firm with nearly $702,728,996 assets under management, offering retirement planning & investment advisory services to 1723 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141201
SEC#	801-69451
Assets Managed by Firm	$702,728,996
No. of Clients	1723
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1723	$702,728,996
Individuals (other than high net worth individuals)	221	$97,782,093
High net worth individuals	217	$561,146,197
Pension and profit sharing plans	20	$28,000,334
Charitable organizations	Fewer than 5 clients	$522,439
Corporations or other businesses	Fewer than 5 clients	$15,277,933

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