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Building 2DS INVESTMENT ADVISORS

Map pinGRAND RAPIDS, MI
Phone6168400284
NotebookSEC #801-123724
Total AUM
$386.1M
Employees
4
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 FRONT AVE NW SUITE 305
GRAND RAPIDS
MI 49504
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
6168400284

ReceiptFinancials

Total AUM
$386.1M
Accounts
274
Discretionary
$386.1M
Accounts
274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$24.1M
HNW Individual Clients
40
AUM
$64.2M
Pension/Profit Sharing Plan Clients
24
AUM
$297.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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