|
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| DS Investment Advisors
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|
|---|---|
| CRD # | 319351 |
| SEC # | 801-123724 |
| CIK # | |
| AUM | $281.7 MM (2023-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 616-840-0284 |
| Address | 750 Front Ave NW Suite 305 Grand Rapids, MI 49504 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 10.9 |
| (b) Individuals (high net worth individuals) | 100 | 48.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 222.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 240 | 281.7 |
| By Discretionary | ||
| Discretionary | 215 | 58.9 |
| Non-Discretionary | 25 | 222.8 |
| Total | 240 | 281.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.7 | |
| Total | 240 | 281.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stonehearth Capital Management LLC
✚
|
MA | 0.3 |
|
Forza Wealth Management LLC
✚
|
FL | 0.3 |
|
Weybosset Research & Management LLC
✚
|
RI | 0.3 |
|
Clark Asset Management LLC
✚
|
NH | 0.3 |
|
Kailix Advisors LLC
✚
|
FL | 0.3 |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |
|
McClarren Financial Advisors Inc
✚
|
PA | 0.3 |
|
IFC Personal Money Managers Inc
✚
|
NY | 0.3 |
|
Signet Investment Advisory Group Inc
✚
|
RI | 0.3 |