LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

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

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 $870,037,039 assets under management, offering retirement planning & investment advisory services to 777 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168831
SEC#	801-78536
Assets Managed by Firm	$870,037,039
No. of Clients	777
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	777	$870,037,039
Individuals (other than high net worth individuals)	157	$47,348,627
High net worth individuals	309	$783,671,495
Pension and profit sharing plans	6	$20,094,090
Charitable organizations	9	$18,866,255
Corporations or other businesses	1	$56,572

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