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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| DS Investment Advisors
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| CRD # | 319351 |
| SEC # | 801-132297 |
| CIK # | 0801123724 |
| AUM | $346.0 M (2025-02-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 616-840-0284 |
| Address | 750 Front Ave NW Suite 305 Grand Rapids, MI 49504 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 22.0 |
| (b) Individuals (high net worth individuals) | 105 | 67.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 257.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 254 | 346.0 |
| By Discretionary | ||
| Discretionary | 229 | 89.0 |
| Non-Discretionary | 25 | 257.0 |
| Total | 254 | 346.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.0 | |
| Total | 254 | 346.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Costello Asset Management Inc
✚
|
PA | 0.3 |
|
Ted Buchan & Company LLC
✚
|
CA | 0.3 |
|
Sculati Wealth Management LLC
✚
|
MI | 0.3 |
|
Ruggaard & Associates LLC
✚
|
OH | 0.3 |
|
FC Advisory LLC
✚
|
PA | 0.3 |
|
Reframe Wealth LLC
✚
|
VA | 0.3 |
|
Mokosak Advisory Group LLC
✚
|
IA | 0.3 |
|
Signet Investment Advisory Group Inc
✚
|
RI | 0.3 |
|
TA Capital Management LLC
✚
|
NJ | 0.3 |
|
Thirtynorth Investments LLC
✚
|
LA | 0.3 |