PPrivate Fund Data Log in Join · $37/mo

Action Point Financial Planning, LLC

● SEC registered since 2021CRD 172103SEC# 801-120619Grand Rapids, MI
Export (members)
Reg. AUM
$1.17B
Employees
38
Accounts
2,035
Location
Grand Rapids, MI

Action Point Financial Planning, LLC assets under management

Action Point Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 2021. It reports $1.2 billion in regulatory assets under management and employs 38 people.
www.instagram.com/fiduciary_financial_advisorsView on SEC.gov ↗

Action Point Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Mark Verwys ControlManaging Member/CcoOver 75%2014
Thomas M BlowerFinancial Advisor5-10%2023

Frequently asked questions

How much does Action Point Financial Planning, LLC manage?

Action Point Financial Planning, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Action Point Financial Planning, LLC have?

Action Point Financial Planning, LLC reports 38 employees.

Where is Action Point Financial Planning, LLC located?

Action Point Financial Planning, LLC is based in Grand Rapids, MI and has been SEC-registered since 2021.

Does Action Point Financial Planning, LLC disclose fund performance?

Action Point Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address124 Fulton St. East, Suite 200, Grand Rapids, MI 49503
Phone616-622-3062
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.17B
Non-discretionary$0
Total (RAUM)$1.17B