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| Keyboard |
| Streamsong Advisors LLC
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|---|---|
| CRD # | 168250 |
| SEC # | 801-135750 |
| CIK # | |
| AUM | 124.4 M (2026-04-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 616-433-6006 |
| Address | 3200 Broadmoor SE Grand Rapids, MI 49512 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 24.9 |
| (b) Individuals (high net worth individuals) | 54 | 97.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (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 | 3 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 124.4 |
| By Discretionary | ||
| Discretionary | 476 | 117.8 |
| Non-Discretionary | 3 | 6.6 |
| Total | 479 | 124.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.4 | |
| Total | 479 | 124.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
Rilex Capital LLC
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|
Watkinson Capital Advisors LLC
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PA | 124.2 M |
|
Oakmont Wealth Advisory LLC
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MD | 124.2 M |
|
Merryfield Barnes LLC
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|
NY | 124.2 M |
|
JMH Wealth Management LLC
✚
|
NH | 124.1 M |