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ADVANCE WEALTH MANAGEMENT SERVICE, LLC
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
GRAND RAPIDS, Michigan
·
1 registered advisor
·
CRD# 301780
SEC# 801-115284
1
616-425-7520
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ADVANCE WEALTH MANAGEMENT SERVICE, LLC
1 registered advisor
Thaddeus Dwight Phelps
GRAND RAPIDS, Michigan
CRD# 2859949
05
Office Locations
GRAND RAPIDS, Michigan
1 advisor
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Data sourced from SEC Form ADV filings. ADVANCE WEALTH MANAGEMENT SERVICE, LLC (CRD# 301780) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.