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WASHINGTON AVENUE ADVISORS
1146 South Washington Avenue
Lansing, Michigan 48910
Tel: 844-678-1842
About WASHINGTON AVENUE ADVISORS
WASHINGTON AVENUE ADVISORS, formally registered with the SEC as WASHINGTON AVENUE ADVISORS. The firm was established in 04/17/2020. They have over 2 offices throughout the country.
WASHINGTON AVENUE ADVISORS is a Lansing, Michigan based Financial Planning firm with nearly $224,234,005 assets under management, offering retirement planning & investment advisory services to 1164 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307002 |
| SEC# | 801-118372 |
| Assets Managed by Firm | $224,234,005 |
| No. of Clients | 1164 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1164 | $224,234,005 |
| Individuals (other than high net worth individuals) | 540 | $112,419,401 |
| High net worth individuals | 55 | $94,590,439 |
| Pension and profit sharing plans | 11 | $8,186,224 |
| Charitable organizations | 3 | $6,242,496 |
| Corporations or other businesses | 2 | $2,795,445 |
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|---|---|---|---|
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