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BEMANAGED

4280 Cascade Road Se
Grand Rapids, Michigan 49546
Tel: 616.871.0751

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About BEMANAGED

BEMANAGED, formally registered with the SEC as BEMANAGED. The firm was established in 10/08/2009. They have over 1 offices throughout the country.

BEMANAGED is a Grand Rapids, Michigan based Financial Planning firm with nearly $393,802,741 assets under management, offering retirement planning & investment advisory services to 1270 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#140099
SEC#801-70678
Assets Managed by Firm$393,802,741
No. of Clients1270
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1270$393,802,741
Individuals (other than high net worth individuals)1144$247,341,436
High net worth individuals126$146,461,305

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