625 Kenmoor Ave Se
Suite 209
Grand Rapids, Michigan 49546
Tel: 616-942-1580
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT. The firm was established in 08/01/2013. They have over 2 offices throughout the country.
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a Grand Rapids, Michigan based Financial Planning firm with nearly $725,255,158 assets under management, offering retirement planning & investment advisory services to 759 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 168831 |
SEC# | 801-78536 |
Assets Managed by Firm | $725,255,158 |
No. of Clients | 759 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 759 | $725,255,158 |
Individuals (other than high net worth individuals) | 170 | $45,806,930 |
High net worth individuals | 293 | $642,658,969 |
Pension and profit sharing plans | 4 | $16,205,472 |
Charitable organizations | 10 | $20,489,916 |
Corporations or other businesses | 1 | $93,871 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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