Bemanaged Financial Services, Inc.
● SEC registered since 2009CRD 140099SEC# 801-70678Grand Rapids, MI
Reg. AUM
$410M
Employees
6
Accounts
1,072
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 $410 million in regulatory assets under management and employs 6 people.
Bemanaged Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Christopher Jandasek | Lead Portfolio Manager | 50-75% | 2011 |
| Jonathon Earl Whaley | Chief Compliance Officer | 50-75% | 2015 |
Frequently asked questions
How much does Bemanaged Financial Services, Inc. manage?
Bemanaged Financial Services, Inc. reports $410 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
| Address | 4280 Cascade Road SE, Grand Rapids, MI 49546 |
| Phone | 616.871.0751 |
| Fax | 616.741.1366 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$410M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$410Mregulatory AUM
Discretionary $410M