Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 05/30/2017
Other registrations (3)
ADV Location GRAND RAPIDS, MI, United States
Contact Info 855 xxxxxxx
Websites
AUM* 739,395,661 28%
of that, discretionary 175,150,589 276%
Number of Employees 5
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 944,311 10%
% High Net Worth 3.32% 23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

564M 484M 403M 322M 242M 161M 81M
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