GRAETZ WEALTH, LLC

GRAETZ WEALTH
JENISON, Michigan·1 registered advisor·CRD# 317857
SEC# 801-1295371616-226-8867
01

Firm Overview

AUM
$108M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GRAETZ WEALTH, LLC

1 registered advisor
Brandon Michael Graetz
JENISON, Michigan
05

Office Locations

JENISON, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. GRAETZ WEALTH, LLC (CRD# 317857) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.