Bemanaged

Bemanaged (CRD# 140099) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $393,802,741 in 1,270 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
4280 Cascade Road Se, Grand Rapids, MI 49546
http://www.bemanaged.com/
By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    1,270
    ACCOUNTS
  • Average Account Value
    $310,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, LA, MI, MN, NC, OH, TX, WA, WI

Financial Advisors at Bemanaged
Showing 1 - 3 of 3 top financial advisors.
1
Jay Jandasek, financial advisor Grand Rapids MI
Jay C. Jandasek
CRD#: 5962622
4280 Cascade Road Se, Grand Rapids, MI 49546

Jay Jandasek (CRD# 5962622) is an Investment Advisor Representative working at Bemanaged in Grand Rapids, MI and has over 12 years of experience in the finance industry.

2
John Whaley, financial advisor Grand Rapids MI
John C. Whaley
CRD#: 5114534
4280 Cascade Road Se, Grand Rapids, MI 49546

John Whaley (CRD# 5114534) is an Investment Advisor Representative working at Bemanaged in Grand Rapids, MI and has 1 year of experience in the finance industry.

3
Jonathon Whaley, financial advisor Grand Rapids MI
Jonathon E. Whaley
CRD#: 6469534
4280 Cascade Road Se, Grand Rapids, MI 49546

Jonathon Whaley (CRD# 6469534) is an Investment Advisor Representative working at Bemanaged in Grand Rapids, MI and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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