RIA Intelligence

ACTION POINT FINANCIAL PLANNING, LLC

Legal name: FIDUCIARY FINANCIAL ADVISORS

CRD #172103 SEC #801-120619 GRAND RAPIDS, MI 616-622-3062
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
38
Clients
251
Accounts
2,035
TypeVenture Capital Fund
GAV$8.3M
Investors94
AuditorASHLAND PARTNERS
TypeVenture Capital Fund
GAV$1.7M
Investors65
AuditorASHLAND PARTNERS