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Building 2ADVISORY ADVOCATES LLC

Map pinGRAND RAPIDS, MI
Phone(866) 597-8938
NotebookSEC #801-135477
Total AUM
$158.6M
Employees
9
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4981 CASCADE ROAD
SUITE C
GRAND RAPIDS
MI 49546
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(866) 597-8938
Other Offices
3

ReceiptFinancials

Total AUM
$158.6M
Accounts
559
Discretionary
$158.6M
Accounts
559
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
196
AUM
$51.3M
HNW Individual Clients
47
AUM
$107M
Corporation or Business Clients
6
AUM
$336.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILINMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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