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FINANCIAL ADVISORY CORPORATION

4251 Cascade Road S.E.
Grand Rapids, Michigan 49546
Tel: 616-235-5260

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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 StatusApproved
Firm CRD#105472
SEC#801-33761
Assets Managed by Firm$913,274,779
No. of Clients1180
No. of Advisors14

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 ClientsAUM
Firm Total1180$913,274,779
Individuals (other than high net worth individuals)80$49,956,130
High net worth individuals126$449,422,519
Pension and profit sharing plans9$34,704,442
Charitable organizations14$289,873,415
Corporations or other businesses10$89,318,273

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