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Michael Allen Poland

BRAEBURN WEALTH MANAGEMENT, LLC·MUSKEGON, Michigan
Unclaimed Profile
111 WEST WESTERN AVENUE, MUSKEGON, MI 49442CRD# 1953230Firm CRD# 158007
01

About

Michael Allen Poland is a registered financial advisor based in MUSKEGON, Michigan, affiliated with BRAEBURN 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
BRAEBURN WEALTH MANAGEMENT, LLC
BRAEBURN WEALTH MANAGEMENT, LLC
AUM
$270M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BRAEBURN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1953230
Firm CRD# 158007
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Allen Poland offer?
Michael Allen Poland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MUSKEGON, Michigan for a consultation.
What are Michael Allen Poland's credentials?
Michael Allen Poland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allen Poland located?
Michael Allen Poland is based in MUSKEGON, Michigan, working with BRAEBURN WEALTH MANAGEMENT, LLC. Their office serves clients in the MUSKEGON metropolitan area and surrounding communities.
How does Michael Allen Poland charge for services?
Michael Allen Poland'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 BRAEBURN WEALTH MANAGEMENT, LLC?
BRAEBURN WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
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