Graetz Wealth
Graetz Wealth (CRD# 317857) is a financial advisory firm headquartered in Jenison, MI. They manage $107,765,305 in 716 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management108MILLION
-
Total Number of Accounts716ACCOUNTS
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Average Account Value$150,510
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, LA, MI, TX
Financial Advisors at Graetz Wealth
1
Ross Bush (CRD# 2671778) is an Investment Advisor Representative working at Graetz Wealth in Jenison, MI and has over 16 years of experience in the finance industry.
2
Brandon Graetz (CRD# 4187794) is an Investment Advisor Representative working at Graetz Wealth in Jenison, MI and has over 23 years of experience in the finance industry.
3
Jason Wenk (CRD# 4310095) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Grand Rapids, MI and has over 15 years of experience in the finance industry.
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