|
⚲
|
| Keyboard |
| Bemanaged Financial Services Inc
✚
|
|
|---|---|
| CRD # | 140099 |
| SEC # | 801-70678 |
| CIK # | |
| AUM | 410.0 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-871-0751 |
| Address | 4280 Cascade Road SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 989 | 278.0 |
| (b) Individuals (high net worth individuals) | 83 | 132.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,072 | 410.0 |
| By Discretionary | ||
| Discretionary | 1,072 | 410.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,072 | 410.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.0 | |
| Total | 1,072 | 410.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aletheian Wealth Advisors LLC
✚
|
WA | 412.5 M |
|
Slagle Financial LLC
✚
|
IL | 411.7 M |
|
Taylor Financial Group Inc
✚
|
VA | 410.0 M |
|
Professional Financial Solutions LLC
✚
|
VA | 409.7 M |
|
Marks Wealth LLC
✚
|
MD | 409.2 M |
|
Code Waechter LLC
✚
|
FL | 409.0 M |
|
Rooted Wealth Advisors Inc
✚
|
IL | 408.8 M |
|
Capstone Capital LLC
✚
|
NV | 408.4 M |
|
Nexus338 LLC
✚
|
MD | 407.8 M |
|
Fifth Force Management LLC
✚
|
TX | 406.9 M |