Adviser Profile
| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 04/15/2025 |
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| Former registrations | |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 128,524,901 24% |
| of that, discretionary | 128,524,901 24% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 256,537 -1% |
| % High Net Worth | 58.91% -7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
129M
110M
92M
73M
55M
37M
18M
2025
2026
Private Funds
No private funds