Grand Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Grand Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Grand Rapids, MI, US

Alternative Asset Classes

-

About

Grand Wealth Management is a US-based wealth manager and registered investment advisor. It provides wealth management advisory services to its clients on a discretionary basis. The services it offers include portfolio management, financial planning, and consulting services to individuals, business owners, professionals, executives, retirees and their family members, foundations and endowments, qualified retirement plans, corporations, and other business entities.

Grand Wealth Management - known decision makers (7)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate Financial AdvisorGrand Rapids, USGEN
Business Development Specialist & Executive AssistantGrand Rapids, USGEN
Financial AdvisorGrand Rapids, USGEN
Financial Advisor, OwnerGrand Rapids, USGEN
Financial Planning AssociateGrand Rapids, USGEN

Showing 5 of 7 known decision makers Grand Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

GoingPro

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.