Financial Advisory

  • Investment Bank/Securities Brokerage
  • Grand Rapids MI
  • 23 employees
  • Investment Management
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Company Overview

Headquarters
4251 Cascade Road SE, Grand Rapids MI
Website
facwealth.com
Phone
(616) 235-****
Employees
23
Founded in
1988
Industry
Investment Bank/Securities Brokerage
NAICS Code
523, 52, 52393, 5239
SIC Code
62, 628
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Financials & Stats

Revenue

$2B

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Who is Financial Advisory

Financial Advisory Corporation (FAC) is an independent registered investment advisor (RIA) firm located in Grand Rapids, Michigan. Established in 1988, FAC is among the oldest and largest RIA firms in West Michigan, employing 23 individuals and generating $2 million in annual revenue. FAC provides comprehensive investment and financial planning services to individuals and institutions. Their team of advisors, all Certified Financial Planners (CFP®) or Chartered Financial Analysts (CFA), offer personalized advice and counsel tailored to meet each client's unique needs and financial goals. FAC prides itself on its commitment to exceptional service, utilizing systems and tools developed over 25 years of client service to guide their process and help clients achieve financial peace of mind. Clients interested in learning more about FAC's services can visit their website at facwealth.com.

Company Leadership

Paul Anthes

President

Phone Email
Lee Fang

CIO & Managing Partner

Phone Email

Financial Advisory Industry Tags

Comprehensive Financial Planning
Wealth Management
Estate Planning
Investment Management
Charitable Giving
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Financial Advisory Tech Stack

JavaScript
HTML
PHP
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Companies Similar to Financial Advisory

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2M 17 San Francisco, CA 1997
2M 22 Sacramento, CA 2000
2M 14 Princeton, NJ 2008
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FAQ

What is the location of Financial Advisory's headquarters?
The headquarters of Financial Advisory are situated at 4251 Cascade Road SE, Grand Rapids MI
What is Financial Advisory's phone number?
Financial Advisory's contact number is (616) 235-****.
What is Financial Advisory's official website?
The official website of Financial Advisory can be found at facwealth.com.
What is Financial Advisory's current revenue?
As of May 2012, Financial Advisory's annual revenue reached $2B.
How many employees does Financial Advisory currently have?
Financial Advisory employs approximately 23+ people as of May 2012
Which industries is Financial Advisory primarily operating in?
Financial Advisory operates in the following industries: Investment Management
Who is the President of Financial Advisory?
Financial Advisory's President is Paul Anthes
What are Financial Advisory's industry tags?
Financial Advisory's industry tags include: Comprehensive Financial Planning, Wealth Management, Estate Planning
When was Financial Advisory founded?
Financial Advisory was founded in 1988.

Employee Directory

Key Employees

Michael Staffieri

President

Phone Email

Mindy Wilkes

Client Service Specialist

Phone Email