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WASHINGTON AVENUE ADVISORS
LANSING, MI
844-678-1842
SEC #801-118372Total AUM
$336.9M
Employees
11Clients
694Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1146 SOUTH WASHINGTON AVENUE
LANSING
MI 48910
United States
LANSING
MI 48910
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
844-678-1842
Other Offices
1
Financials
Total AUM
$336.9M
Accounts
1,432Discretionary
$318.1M
Accounts
1,398Non-Discretionary
$18.9M
Accounts
34
Clients
Individual Clients
579AUM
$144.1M
HNW Individual Clients
83AUM
$157.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
19AUM
$22.9M
Charitable Organization Clients
4AUM
$9.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
4AUM
$3.4M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS PLANNING AND CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CACOFLILINKYMINCNENHNMOHSCTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.