Top 10 Investment Management Companies in Grand Rapids

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 10 Investment Management Companies in Grand Rapids ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Grand Rapids

1. The Windquest Group

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: windquest.com

Company Founded: 1988

Company Size: 11-50

Company Address: 201 Monroe Avenue Northwest, Grand Rapids, Michigan, United States

The Windquest Group Contact Details

Name Title LinkedIn Phone Email
Rachel David Talent Acquisition And Development Manager
Jamie Prins Finance Manager
Jason Devries Staff Accountant
Requires/Intent
Financial Management
Technology
Financial Due Diligence
and more

2. Waséyabek Development Company, Llc

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: waseyabek.com

Company Founded: 2011

Company Size: 1-10

Company Address: 16 Monroe Center Street Northeast, Grand Rapids, Michigan, United States

Waséyabek Development Company, Llc Contact Details

Name Title LinkedIn Phone Email
Cindy Earnest Human Resources Generalist
Bethany Harris Executive Assistant
Robert Giroux President Waseyabek Federal Services Llc. And General Manager
Requires/Intent
CRM Systems
Financial Due Diligence
and more

3. Calder Investment Advisors

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: calderadvisors.com

Company Founded: 1988

Company Size: 1-10

Company Address: 96 Monroe Ctr Northwest, Grand Rapids, Michigan, United States

Calder Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Daren Shavell Partner
Requires/Intent
Software Development
Alternative Investment Consulting
and more

4. Synergy Wealth Management

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: synergywm.com

Company Founded: 2012

Company Size: 1-10

Company Address: 660 Cascade West Parkway Southeast, Grand Rapids, Michigan, United States

Synergy Wealth Management Contact Details

Name Title LinkedIn Phone Email
Scott Swander Owner And President
Requires/Intent
M&A Advisory
FinTech Solutions For Investment Firms
Accounting
AI
and more

5. Bemanaged

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: bemanaged.com

Company Founded: 2006

Company Size: 1-10

Company Address: 5088 Corporate Exchange Boulevard, Grand Rapids, Michigan, United States

Bemanaged Contact Details

Name Title LinkedIn Phone Email
Jay Jandasek Portfolio Manager
Tom Bryson Portfolio Manager And Investment Advisor
Requires/Intent
Institutional Asset Management
Web Development
AI Chatbots
Tax Optimization For Investments
M&A Advisory
and more

6. Grand Wealth Management

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: grandwealth.com

Company Founded: 2004

Company Size: 1-10

Company Address: 333 Bridge Street Northwest, Grand Rapids, Michigan, United States

Grand Wealth Management Contact Details

Name Title LinkedIn Phone Email
Katie Bravata Finance Associate
Requires/Intent
Software Development
Alternative Investment Consulting
Robo-Advisors & AI Trading
CRM Systems
IoT
and more

7. Milestone Wealth Management

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: milestonewm.com

Company Founded: 1994

Company Size: 1-10

Company Address: 1345 Monroe Avenue Northwest, Grand Rapids, Michigan, United States

Milestone Wealth Management Contact Details

Name Title LinkedIn Phone Email
Rosemary Varallo Associate Advisor
Requires/Intent
M&A Advisory
Data Security
and more

8. Legacy Trust Gr

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: legacygr.com

Company Founded: 2004

Company Size: 11-50

Company Address: 99 Monroe Avenue, Grand Rapids, Michigan, United States

Legacy Trust Gr Contact Details

Name Title LinkedIn Phone Email
Christi Powers Senior Administrative Assistant
Requires/Intent
AI
Hedge Fund Strategies
and more

9. Financial Advisory Corporation

Industry: Investment Management

Location: Grand Rapids, Michigan

Website: financialadvisorycorp.com

Company Founded: 1988

Company Size: 11-50

Company Address: 4251 Cascade Road Southeast, Grand Rapids, Michigan, United States

Financial Advisory Corporation Contact Details

Name Title LinkedIn Phone Email
Janice Martin Executive Assistant To The President
Requires/Intent
M&A Advisory
FinTech Solutions For Investment Firms
IoT
Global Market Trend Analysis
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Grand Rapids Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Rachel David The Windquest Group Talent Acquisition And Development Manager
2 Jamie Prins The Windquest Group Finance Manager
3 Jason Devries The Windquest Group Staff Accountant
4 Cindy Earnest Waséyabek Development Company, Llc Human Resources Generalist
5 Bethany Harris Waséyabek Development Company, Llc Executive Assistant
6 Robert Giroux Waséyabek Development Company, Llc President Waseyabek Federal Services Llc. And General Manager
7 Daren Shavell Calder Investment Advisors Partner
8 Scott Swander Synergy Wealth Management Owner And President
9 Jay Jandasek Bemanaged Portfolio Manager
10 Tom Bryson Bemanaged Portfolio Manager And Investment Advisor
11 Katie Bravata Grand Wealth Management Finance Associate
12 Rosemary Varallo Milestone Wealth Management Associate Advisor
13 Christi Powers Legacy Trust Gr Senior Administrative Assistant
14 Janice Martin Financial Advisory Corporation Executive Assistant To The President