| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 10/08/2009 |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 410,017,722 4% |
| of that, discretionary | 410,017,722 4% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 382,479 23% |
| % High Net Worth | 7.74% -22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE MORAN | Filing Date07/18/2025 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN | Filing Date07/10/2024 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN | Filing Date12/11/2023 | Form ADV-E View Report |