Siena Wealth Advisors

Siena Wealth Advisors (CRD# 117646) is a financial advisory firm headquartered in Grand Ledge, MI. They manage $112,382,581 in 860 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $130,677
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Siena Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Roger L. Millbrook
CRD#: 3155488
11973 Sweetwater Drive, Suite A-1, Grand Ledge, MI 48837
93
Wealthminder
score

Roger Millbrook (CRD# 3155488) is an Investment Advisor Representative working at Siena Wealth Advisors in Grand Ledge, MI and has over 18 years of experience in the finance industry.

2
Zachary H. Armstrong
CRD#: 5924693
11973 Sweetwater Drive, Suite A-1, Grand Ledge, MI 48837
89
Wealthminder
score

Zachary Armstrong (CRD# 5924693) is an Investment Advisor Representative working at Siena Wealth Advisors in Grand Ledge, MI and has over 4 years of experience in the finance industry.

3
Stephen L. Hicks
CRD#: 5103902
11973 Sweetwater Drive, Suite A-1, Grand Ledge, MI 48837
87
Wealthminder
score

Stephen Hicks (CRD# 5103902) is an Investment Advisor Representative working at Siena Wealth Advisors in Grand Ledge, MI and has 1 year of experience in the finance industry.

4
Ward J. Irish
CRD#: 6044855
11973 Sweetwater Drive, Suite A-1, Grand Ledge, MI 48837
87
Wealthminder
score

Ward Irish (CRD# 6044855) is an Investment Advisor Representative working at Siena Wealth Advisors in Grand Ledge, MI and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.