Washington Avenue Advisors LLC

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Assets, Funds, Holdings

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Washington Avenue Advisors LLC
CRD #307002
SEC #801-118372
CIK #
AUM 336.9 M (2026-05-14)
Employees 11 (82% Investors, 0% Brokers)
Phone844-678-1842
Address1146 South Washington Avenue
Lansing, MI 48910
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3502802101407002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 579 144.1
(b) Individuals (high net worth individuals) 83 157.4
(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 19 22.9
(h) Charitable organizations 4 9.2
(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 4 3.4
(n) Other 0 0.0
Total 1,432 336.9
By Discretionary
Discretionary 1,398 318.1
Non-Discretionary 34 18.9
Total 1,432 336.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 336.9
Total 1,432 336.9
Firm Profile (Form ADV)
Clients20
ServesRetail, Research
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