WEST MICHIGAN ADVISORS

301 Hoover Blvd.
Suite 300
Holland, Michigan 49423
Tel: (616) 820-1040

About WEST MICHIGAN ADVISORS

WEST MICHIGAN ADVISORS, formally registered with the SEC as WEST MICHIGAN ADVISORS. The firm was established in 01/21/2021. They have over 1 offices throughout the country.

WEST MICHIGAN ADVISORS is a Holland, Michigan based Financial Planning firm with nearly $494,777,070 assets under management, offering retirement planning & investment advisory services to 3079 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312073
SEC#	801-120208
Assets Managed by Firm	$494,777,070
No. of Clients	3079
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3079	$494,777,070
Individuals (other than high net worth individuals)	1003	$204,406,335
High net worth individuals	107	$286,746,177
Charitable organizations	Fewer than 5 clients	$1,628,034
Corporations or other businesses	8	$1,996,524

More Retirement Planning firms in Holland, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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