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FINANCIAL ADVISORY CORPORATION
4251 Cascade Road S.E.
Grand Rapids, Michigan 49546
Tel: 616-235-5260
About FINANCIAL ADVISORY CORPORATION
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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