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STREAMSONG ADVISORS, LLC
CRD 168250 · SEC 801-135750
3200 BROADMOOR SE, GRAND RAPIDS, MI, 49512, United States
Phone
(616) 433-6006
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.4M
Discretionary AUM
$117.8M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $24.9M |
| High net worth individuals | 54 | $97.4M |
| Charitable organizations | 2 | $129K |
| Corporations/business entities | 3 | $1.9M |
States served
AZ, GA, IL, IN, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD