West Michigan Advisors
Firm details
- Headquarters
- Holland, Michigan
- CRD number
- 312073
- Registered since
- January 21, 2021
- Website
- westmichiganadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI63.93%
- Individuals35.63%
- Charitable Organizations0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
West Michigan Advisors is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (registration recorded in 2021) and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and the publication of periodic client communications. It also operates as an insurance broker and bills clients through a combination of AUM fees, hourly charges, subscription arrangements, and fixed fees. The firm reports no active ESG investing program.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$189M in ETFs
48%
$90.3M
34%
$99M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DEFENDER RISK ADAPTIVE 500 ETF (SPDF) | $23.7M | 844,142 | 12.50% |
Location
Holland, MI
Ottawa
Location
Holland, MI
Headquartered in Holland, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 301 Hoover Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lvz, Inc.
RIAHolland, MI
S.A. Mason, LLC
RIAHolland, MI
Captrust Wealth Advisors
RIAHolland, MI
DB & C Advisors, LLC
RIAHolland, MI
Advisory Alpha, LLC
RIAHolland, MI
Branch Capital Management
RIAHolland, MI