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LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

625 Kenmoor Ave Se
Suite 209
Grand Rapids, Michigan 49546
Tel: 616-942-1580

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About LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#168831
SEC#801-78536
Assets Managed by Firm$725,255,158
No. of Clients759
No. of Advisors5

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total759$725,255,158
Individuals (other than high net worth individuals)170$45,806,930
High net worth individuals293$642,658,969
Pension and profit sharing plans4$16,205,472
Charitable organizations10$20,489,916
Corporations or other businesses1$93,871

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