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Ellen Ann Winter

GRAND WEALTH MANAGEMENT, LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
200 OTTAWA AVENUE NW, GRAND RAPIDS, MI 49503-2411CRD# 2974944Firm CRD# 132137
01

About

Ellen Ann Winter is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with GRAND WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRAND WEALTH MANAGEMENT, LLC
GRAND WEALTH MANAGEMENT, LLC
AUM
$605M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at GRAND WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2974944
Firm CRD# 132137
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ellen Ann Winter offer?
Ellen Ann Winter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Ellen Ann Winter's credentials?
Ellen Ann Winter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ellen Ann Winter located?
Ellen Ann Winter is based in GRAND RAPIDS, Michigan, working with GRAND WEALTH MANAGEMENT, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Ellen Ann Winter charge for services?
Ellen Ann Winter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAND WEALTH MANAGEMENT, LLC?
GRAND WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GRAND RAPIDS
Brandon David George — FORMULA FOLIO INVESTMENTS, LLCEdward William Nolan — FORMULA FOLIO INVESTMENTS, LLCFord Mcneill Stokes — RETIREMENT WEALTH ADVISORS, INC.Stephen Abraham Ashton — FORMULA FOLIO INVESTMENTS, LLCAndrew Alden Craig — FORMULA FOLIO INVESTMENTS, LLC
Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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