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Building 2STREAMSONG ADVISORS, LLC

Map pinGRAND RAPIDS, MI
Phone(616) 433-6006
NotebookSEC #801-135750
Total AUM
$124.4M
Employees
5
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 BROADMOOR SE
GRAND RAPIDS
MI 49512
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(616) 433-6006

ReceiptFinancials

Total AUM
$124.4M
Accounts
479
Discretionary
$117.8M
Accounts
476
Non-Discretionary
$6.6M
Accounts
3

ContactClients

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Individual Clients
209
AUM
$24.9M
HNW Individual Clients
54
AUM
$97.4M
Charitable Organization Clients
2
AUM
$129.1K
Corporation or Business Clients
3
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGAILINMIOHTX

HandshakeAffiliates

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

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