|
⚲
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| DS Investment Advisors
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| |
|---|---|
| CRD # | 319351 |
| SEC # | 801-123724 |
| CIK # | |
| AUM | $270.0 MM (2024-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 616-840-0284 |
| Address | 750 Front Ave NW Suite 305 Grand Rapids, MI 49504 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 14.0 |
| (b) Individuals (high net worth individuals) | 101 | 56.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 200.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 270.0 |
| By Discretionary | ||
| Discretionary | 213 | 70.0 |
| Non-Discretionary | 20 | 200.0 |
| Total | 233 | 270.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.0 | |
| Total | 233 | 270.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peak Planning Group LLC
✚
|
CO | 0.3 |
|
Better Money Decisions LLC
✚
|
NM | 0.3 |
|
Founder Family Financial LLC
✚
|
TX | 0.3 |
|
Dependable Alternative Investments LLC
✚
|
CA | 0.3 |
|
Flower City Capital LLC
✚
|
NY | 0.3 |
|
Leeward Financial Partners LLC
✚
|
WA | 0.3 |
|
Addington Financial Group LLC
✚
|
TX | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |
|
Slagle Financial LLC
✚
|
IL | 0.3 |