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Home > Retirement Planners > michigan > grand rapids > DS INVESTMENT ADVISORS
DS INVESTMENT ADVISORS
750 Front Ave Nw Suite 305
Grand Rapids, Michigan 49504
Tel: 6168400284
About DS INVESTMENT ADVISORS
DS INVESTMENT ADVISORS, formally registered with the SEC as DS INVESTMENT ADVISORS. The firm was established in 04/19/2022. They have over 1 offices throughout the country.
DS INVESTMENT ADVISORS is a Grand Rapids, Michigan based Financial Planning firm with nearly $346,000,000 assets under management, offering retirement planning & investment advisory services to 254 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319351 |
| SEC# | 801-123724 |
| Assets Managed by Firm | $346,000,000 |
| No. of Clients | 254 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 254 | $346,000,000 |
| Individuals (other than high net worth individuals) | 51 | $22,000,000 |
| High net worth individuals | 105 | $67,000,000 |
| Pension and profit sharing plans | 25 | $257,000,000 |
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