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JVL WEALTH STRATEGIES
1657 Gezon Parkway Sw Suite C
Wyoming, Michigan 49519
Tel: 616-261-2800
About JVL WEALTH STRATEGIES
JVL WEALTH STRATEGIES, formally registered with the SEC as JVL WEALTH STRATEGIES. The firm was established in 12/10/2002. They have over 1 offices throughout the country.
JVL WEALTH STRATEGIES is a Wyoming, Michigan based Financial Planning firm with nearly $552,695,722 assets under management, offering retirement planning & investment advisory services to 747 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124018 |
| SEC# | 801-61660 |
| Assets Managed by Firm | $552,695,722 |
| No. of Clients | 747 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 747 | $552,695,722 |
| Individuals (other than high net worth individuals) | 68 | $22,025,383 |
| High net worth individuals | 83 | $530,670,339 |
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