4251 Cascade Road S.E.
Grand Rapids, Michigan 49546
Tel: 616-235-5260
FINANCIAL ADVISORY CORPORATION, formally registered with the SEC as FINANCIAL ADVISORY CORPORATION. The firm was established in 01/27/1989. They have over 1 offices throughout the country.
FINANCIAL ADVISORY CORPORATION is a Grand Rapids, Michigan based Financial Planning firm with nearly $913,274,779 assets under management, offering retirement planning & investment advisory services to 1180 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105472 |
SEC# | 801-33761 |
Assets Managed by Firm | $913,274,779 |
No. of Clients | 1180 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1180 | $913,274,779 |
Individuals (other than high net worth individuals) | 80 | $49,956,130 |
High net worth individuals | 126 | $449,422,519 |
Pension and profit sharing plans | 9 | $34,704,442 |
Charitable organizations | 14 | $289,873,415 |
Corporations or other businesses | 10 | $89,318,273 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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