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 17 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 3 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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