Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 09/17/2015
Other registrations (2)
ADV Location GRAND RAPIDS, MI, United States
Contact Info 616 xxxxxxx
Websites
AUM* 1,335,217,612 25%
of that, discretionary 900,259,980 92%
Number of Employees 45 13%
of those in investment advisory functions 30
Private Fund GAV* 0
Avg Account Size 337,006 10%
% High Net Worth 16.43% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

900M 772M 643M 514M 386M 257M 129M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary