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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOPPE, MARK, DAVID | I | MEMBER | NA | |
| HOPPE, MARK, DAVID | I | PORTFOLIO ANALYST | NA | |
| HOPPE, MARK, DAVID | I | MEMBER | NA | |
| WHALEY, JOHN, CHARLES | I | MEMBER | NA | Control |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JONATHON E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEY, JOHN, CHARLES | I | MEMBER | E | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | E | Control |
| GRIFFETH, CHAD, JEREMY | I | MARKETING DIRECTOR | D | Control |
| JANDASEK, JAY, CHRISTOPHER | I | LEAD PORTFOLIO MANAGER | D | |
| JANDASEK, JAY, CHRISTOPHER | I | LEAD PORTFOLIO MANAGER | D | |
| JANDASEK, JAY, CHRISTOPHER | I | LEAD PORTFOLIO MANAGER | D | |
| WHALEY, JOHN, CHARLES | I | CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | D | Control |
| WHALEY, JONATHON, EARL | I | CHIEF COMPLIANCE OFFICER | D | |
| WHALEY, JONATHON, EARL | I | CHIEF COMPLIANCE OFFICER | D | |
| WHALEY, JONATHON, EARL | I | CHIEF COMPLIANCE OFFICER | D | |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| GRIFFETH, CHAD, JEREMY | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| WHALEY, JOHN, CHARLES | I | MEMBER | C | Control |
| JANDASEK, JAY, CHRISTOPHER | I | LEAD PORTFOLIO MANAGER | B | |
| WHALEY, JONATHON, EARL | I | CHIEF COMPLIANCE OFFICER | B | |
| JANDASEK, JAY, CHRISTOPHER | I | LEAD PORTFOLIO MANAGER | A | |
| JANDASEK, JAY, CHRISTOPHER | I | LEAD PORTFOLIO MANAGER | A | |
| WHALEY, JONATHON, EARL | I | CHIEF COMPLIANCE OFFICER | A | |
| WHALEY, JONATHON, EARL | I | CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (14)
CA FL GA IL IN LA MI MN NC OH PA TX WA WI
Address
4280 CASCADE ROAD SEGRAND RAPIDS, MI 49546
United States
Phone: 616.871.0751