BEMANAGED FINANCIAL SERVICES, INC.
Legal name: BEMANAGED
CRD #140099 SEC #801-70678 GRAND RAPIDS, MI 616.871.0751
SEC Registered
Total AUM
$442.1M
Discretionary
$440.3M
Employees
6
Clients
0
Accounts
1,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $442.1M | $440.3M | $1.8M | 6 | 0 |
| Mar 2024 | $393.8M | $392.9M | $904K | 7 | 0 |
| Mar 2023 | $405.8M | $403.5M | $2.3M | 7 | 0 |
| Mar 2022 | $501.9M | $493.1M | $8.8M | 7 | 0 |
| Nov 2021 | $498M | $491.7M | $6.2M | 7 | 0 |
| Mar 2021 | $498M | $491.7M | $6.2M | 7 | 0 |
| Jun 2020 | $451.9M | $445.9M | $5.9M | 7 | 0 |
| Mar 2020 | $451.9M | $445.9M | $5.9M | 7 | 0 |
| Mar 2019 | $405.4M | $6.4M | $399M | 6 | 0 |
| Jul 2018 | $449.6M | $439.9M | $9.7M | 6 | 0 |
| Mar 2018 | $449.6M | $439.9M | $9.7M | 7 | 0 |
| Mar 2017 | $406.4M | $393.3M | $13.1M | 7 | 2,000 |
| Mar 2016 | $375.6M | $363.4M | $12.3M | 7 | 1,900 |
| Mar 2015 | $358.3M | $345M | $13.3M | 8 | 1,800 |
| Jan 2014 | $325.9M | $311.8M | $14M | 7 | 1,800 |
| Feb 2013 | $264.4M | $252.8M | $11.6M | 7 | 1,600 |
| Mar 2012 | $203.1M | $190.5M | $12.6M | 6 | 1,300 |
| Mar 2011 | $212.1M | $200.5M | $11.6M | 10 | -- |
| Oct 2009 | $114.3M | $109.6M | $4.7M | 10 | -- |
| Sep 2009 | $114.3M | $109.6M | $4.7M | 10 | -- |
DateMar 2025
Total AUM$442.1M
Discretionary$440.3M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2024
Total AUM$393.8M
Discretionary$392.9M
Non-Disc.$904K
Employees7
Clients0
DateMar 2023
Total AUM$405.8M
Discretionary$403.5M
Non-Disc.$2.3M
Employees7
Clients0
DateMar 2022
Total AUM$501.9M
Discretionary$493.1M
Non-Disc.$8.8M
Employees7
Clients0
DateNov 2021
Total AUM$498M
Discretionary$491.7M
Non-Disc.$6.2M
Employees7
Clients0
DateMar 2021
Total AUM$498M
Discretionary$491.7M
Non-Disc.$6.2M
Employees7
Clients0
DateJun 2020
Total AUM$451.9M
Discretionary$445.9M
Non-Disc.$5.9M
Employees7
Clients0
DateMar 2020
Total AUM$451.9M
Discretionary$445.9M
Non-Disc.$5.9M
Employees7
Clients0
DateMar 2019
Total AUM$405.4M
Discretionary$6.4M
Non-Disc.$399M
Employees6
Clients0
DateJul 2018
Total AUM$449.6M
Discretionary$439.9M
Non-Disc.$9.7M
Employees6
Clients0
DateMar 2018
Total AUM$449.6M
Discretionary$439.9M
Non-Disc.$9.7M
Employees7
Clients0
DateMar 2017
Total AUM$406.4M
Discretionary$393.3M
Non-Disc.$13.1M
Employees7
Clients2,000
DateMar 2016
Total AUM$375.6M
Discretionary$363.4M
Non-Disc.$12.3M
Employees7
Clients1,900
DateMar 2015
Total AUM$358.3M
Discretionary$345M
Non-Disc.$13.3M
Employees8
Clients1,800
DateJan 2014
Total AUM$325.9M
Discretionary$311.8M
Non-Disc.$14M
Employees7
Clients1,800
DateFeb 2013
Total AUM$264.4M
Discretionary$252.8M
Non-Disc.$11.6M
Employees7
Clients1,600
DateMar 2012
Total AUM$203.1M
Discretionary$190.5M
Non-Disc.$12.6M
Employees6
Clients1,300
DateMar 2011
Total AUM$212.1M
Discretionary$200.5M
Non-Disc.$11.6M
Employees10
Clients--
DateOct 2009
Total AUM$114.3M
Discretionary$109.6M
Non-Disc.$4.7M
Employees10
Clients--
DateSep 2009
Total AUM$114.3M
Discretionary$109.6M
Non-Disc.$4.7M
Employees10
Clients--