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FINANCIAL ADVISORY CORPORATION
CRD 105472 · SEC 801-33761
4251 CASCADE ROAD S.E., GRAND RAPIDS, MI, 49546, United States
Phone
616-235-5260
Fax
616-235-0512
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.10B
Discretionary AUM
$1.10B
Team
14 total employees; 14 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $64.5M |
| High net worth individuals | 133 | $533.9M |
| Pension/profit sharing plans | 10 | $44.8M |
| Charitable organizations | 14 | $334.2M |
| Corporations/business entities | 11 | $127.2M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD