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| Happy Holidays!! thanks for using AUM13F!! |
| VAM Group Inc
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|---|---|
| CRD # | 118048 |
| SEC # | 801-62198 |
| CIK # | |
| AUM | $490.2 M (2025-02-21) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 616-988-5778 |
| Address | 99 Monroe Ave, NW, Grand Rapids, MI 49503 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 123.8 |
| (b) Individuals (high net worth individuals) | 139 | 327.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 36.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,465 | 490.2 |
| By Discretionary | ||
| Discretionary | 1,440 | 479.7 |
| Non-Discretionary | 25 | 10.5 |
| Total | 1,465 | 490.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.2 | |
| Total | 1,465 | 490.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HC Advisors LLC
✚
|
GA | 0.5 |
|
CURA Wealth Advisors LLC
✚
|
IL | 0.5 |
|
Seed Planning Group LLC
✚
|
NY | 0.5 |
|
Burkett Financial Services LLC
✚
|
SC | 0.5 |
|
Access Wealth Planning LLC
✚
|
NJ | 0.5 |
|
Addison Advisors LLC
✚
|
VT | 0.5 |
|
Concorde Asset Management LLC
✚
|
MI | 0.5 |
|
Westward Investment Advisory LLC
✚
|
KS | 0.5 |
|
Poehling Capital Management Inc
✚
|
WI | 0.5 |
|
Saybrook Capital Corp
✚
|
NY | 0.5 |