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Bemanaged Financial Services, Inc.

● SEC registered since 2009CRD 140099SEC# 801-70678Grand Rapids, MI
Export (members)
Reg. AUM
$442.1M
Employees
6
Accounts
1,242
Location
Grand Rapids, MI

Bemanaged Financial Services, Inc. assets under management

Bemanaged Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 2009. It reports $442.1 million in regulatory assets under management and employs 6 people.
www.bemanaged.comView on SEC.gov ↗

Bemanaged Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jay Christopher JandasekLead Portfolio Manager50-75%2011
Jonathon Earl WhaleyChief Compliance Officer50-75%2015

Frequently asked questions

How much does Bemanaged Financial Services, Inc. manage?

Bemanaged Financial Services, Inc. reports $442.1 million in regulatory assets under management on its Form ADV.

How many employees does Bemanaged Financial Services, Inc. have?

Bemanaged Financial Services, Inc. reports 6 employees.

Where is Bemanaged Financial Services, Inc. located?

Bemanaged Financial Services, Inc. is based in Grand Rapids, MI and has been SEC-registered since 2009.

Does Bemanaged Financial Services, Inc. disclose fund performance?

Bemanaged Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4280 Cascade Road SE, Grand Rapids, MI 49546
Phone616.871.0751
Fax616.741.1366
Office hours9 a.m. - 4 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$440.3M
Non-discretionary$1.8M
Total (RAUM)$442.1M