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WASHINGTON AVENUE ADVISORS
WASHINGTON AVENUE ADVISORS, LLC
CRD 307002 · SEC 801-118372
1146 SOUTH WASHINGTON AVENUE, LANSING, MI, 48910, United States
Phone
844-678-1842
Fax
517-301-9069
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$336.9M
Discretionary AUM
$318.1M
Team
11 total employees; 9 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminarsBUSINESS PLANNING AND CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 579 | $144.1M |
| High net worth individuals | 83 | $157.4M |
| Pension/profit sharing plans | 19 | $22.9M |
| Charitable organizations | 4 | $9.2M |
| Corporations/business entities | 4 | $3.4M |
States served
CA, CO, IL, IN, KY, MI, NE, NM, NC, OH, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD