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DC & ASSOCIATES

DC & ASSOCIATES LLC

CRD 328815

500 CASCADE WEST PARKWAY SE, SUITE 210, GRAND RAPIDS, MI, 49546, United States

Phone

616-301-3428

Fax

616-915-7504

Registration

— (—)

Source

State registered

Total AUM

$19.1M

Discretionary AUM

$19.1M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals58$16.6M
High net worth individuals2$2.5M

Official SEC filing: View on IAPD