Active
FIDUCIARY FINANCIAL ADVISORS
Investment Advice|GRAND RAPIDS, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.2B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 172103 |
| SEC Number | 801-120619 |
| Street Address | 124 FULTON ST. EAST |
| Street Address 2 | SUITE 200 |
| Location | GRAND RAPIDS, MI 49503 |
| Country | United States |
| Phone | 616-622-3062 |
| Total Employees | 38 |
| Business Types | trust_company |
Client Count by Type (2,035 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,433 |
| High Net Worth Individual… | 570 |
| Pension/Profit Sharing Pl… | 25 |
| Charitable Organizations | 7 |
Community Partners
CHARTER TOWNSHIP OF ALPINE
CHARTER TOWNSHIP OF CASCADE
CHARTER TOWNSHIP OF GAINES
CHARTER TOWNSHIP OF GRAND RAPIDS
CHARTER TOWNSHIP OF LOWELL
CHARTER TOWNSHIP OF PLAINFIELD
CITY OF CEDAR SPRINGS
CITY OF EAST GRAND RAPIDS
CITY OF GRAND RAPIDS
CITY OF GRANDVILLE
CITY OF KENTWOOD
CITY OF LOWELL
CITY OF ROCKFORD
CITY OF WALKER
CITY OF WYOMING
COUNTY OF KENT
TOWNSHIP OF ADA
TOWNSHIP OF ALGOMA
TOWNSHIP OF BOWNE
TOWNSHIP OF BYRON
CHARTER TOWNSHIP OF ALPINE
CHARTER TOWNSHIP OF CASCADE
CHARTER TOWNSHIP OF GAINES
CHARTER TOWNSHIP OF GRAND RAPIDS
CHARTER TOWNSHIP OF LOWELL
CHARTER TOWNSHIP OF PLAINFIELD
CITY OF CEDAR SPRINGS
CITY OF EAST GRAND RAPIDS
CITY OF GRAND RAPIDS
CITY OF GRANDVILLE
CITY OF KENTWOOD
CITY OF LOWELL
CITY OF ROCKFORD
CITY OF WALKER
CITY OF WYOMING
COUNTY OF KENT
TOWNSHIP OF ADA
TOWNSHIP OF ALGOMA
TOWNSHIP OF BOWNE
TOWNSHIP OF BYRON
CHARTER TOWNSHIP OF ALPINE
CHARTER TOWNSHIP OF CASCADE
CHARTER TOWNSHIP OF GAINES
CHARTER TOWNSHIP OF GRAND RAPIDS
CHARTER TOWNSHIP OF LOWELL
CHARTER TOWNSHIP OF PLAINFIELD
CITY OF CEDAR SPRINGS
CITY OF EAST GRAND RAPIDS
CITY OF GRAND RAPIDS
CITY OF GRANDVILLE
CITY OF KENTWOOD
CITY OF LOWELL
CITY OF ROCKFORD
CITY OF WALKER
CITY OF WYOMING
COUNTY OF KENT
TOWNSHIP OF ADA
TOWNSHIP OF ALGOMA
TOWNSHIP OF BOWNE
TOWNSHIP OF BYRON
Municipal Government
34 Active
34
Organizations
AREA COMMUNITY SERVICES AND EMPLOYMENT AND TRAINING (ACSET)
BYRON GAINES UTILITY AUTHORITY
GRAND RAPIDS KENT COUNTY CONVENTION ARENA AUTHORITY
GRAND VALLEY METROPOLITAN COUNCIL
KENT DISTRICT LIBRARY
KENT SOIL CONSERVATION DISTRICT
LAKELAND LIBRARY COOPERATIVE
LOWELL AREA FIRE & EMERGENCY SERVICES AUTHORITY
LOWELL LIGHT & POWER CO
MICHIGAN MUNICIPAL SERVICES AUTHORITY
MICHIGAN PUBLIC POWER AGENCY
NORTH KENT SEWER AUTHORITY
RAPID
ROCKFORD HOUSING COMMISSION
AREA COMMUNITY SERVICES AND EMPLOYMENT AND TRAINING (ACSET)
BYRON GAINES UTILITY AUTHORITY
GRAND RAPIDS KENT COUNTY CONVENTION ARENA AUTHORITY
GRAND VALLEY METROPOLITAN COUNCIL
KENT DISTRICT LIBRARY
KENT SOIL CONSERVATION DISTRICT
LAKELAND LIBRARY COOPERATIVE
LOWELL AREA FIRE & EMERGENCY SERVICES AUTHORITY
LOWELL LIGHT & POWER CO
MICHIGAN MUNICIPAL SERVICES AUTHORITY
MICHIGAN PUBLIC POWER AGENCY
NORTH KENT SEWER AUTHORITY
RAPID
ROCKFORD HOUSING COMMISSION
AREA COMMUNITY SERVICES AND EMPLOYMENT AND TRAINING (ACSET)
BYRON GAINES UTILITY AUTHORITY
GRAND RAPIDS KENT COUNTY CONVENTION ARENA AUTHORITY
GRAND VALLEY METROPOLITAN COUNCIL
KENT DISTRICT LIBRARY
KENT SOIL CONSERVATION DISTRICT
LAKELAND LIBRARY COOPERATIVE
LOWELL AREA FIRE & EMERGENCY SERVICES AUTHORITY
LOWELL LIGHT & POWER CO
MICHIGAN MUNICIPAL SERVICES AUTHORITY
MICHIGAN PUBLIC POWER AGENCY
NORTH KENT SEWER AUTHORITY
RAPID
ROCKFORD HOUSING COMMISSION
Special District
14 Active
14
Organizations
BYRON CENTER PUBLIC SCHOOL DIST
CALEDONIA COMM SCH DIST
CEDAR SPRINGS PUBLIC SCHOOLS
COMSTOCK PARK SCH DIST
CREATIVE TECHNOLOGIES ACADEMY
EAST GRAND RAPIDS PUBLIC SCHOOLS
FOREST HILLS PUBLIC SCHOOLS
GODFREY LEE PUBLIC SCHS
GODWIN HEIGHT PUBLIC SCHOOLS
GODWIN HGTS PUB SCH DIST
GRAND RAPIDS PUBLIC SCHOOLS
GRANDVILLE PUBLIC SCHOOL DIST
KELLOGGSVILLE PUBLIC SCHOOLS
KENOWA HILLS SCHOOL DIST
KENT CITY COMM SCH DIST
KENT ISD
KENTWOOD PUBLIC SCHOOL
LOWELL AREA SCHOOLS
MICHIGAN VIRTUAL CHARTER ACADEMY
NEXTECH HIGH SCHOOL
BYRON CENTER PUBLIC SCHOOL DIST
CALEDONIA COMM SCH DIST
CEDAR SPRINGS PUBLIC SCHOOLS
COMSTOCK PARK SCH DIST
CREATIVE TECHNOLOGIES ACADEMY
EAST GRAND RAPIDS PUBLIC SCHOOLS
FOREST HILLS PUBLIC SCHOOLS
GODFREY LEE PUBLIC SCHS
GODWIN HEIGHT PUBLIC SCHOOLS
GODWIN HGTS PUB SCH DIST
GRAND RAPIDS PUBLIC SCHOOLS
GRANDVILLE PUBLIC SCHOOL DIST
KELLOGGSVILLE PUBLIC SCHOOLS
KENOWA HILLS SCHOOL DIST
KENT CITY COMM SCH DIST
KENT ISD
KENTWOOD PUBLIC SCHOOL
LOWELL AREA SCHOOLS
MICHIGAN VIRTUAL CHARTER ACADEMY
NEXTECH HIGH SCHOOL
BYRON CENTER PUBLIC SCHOOL DIST
CALEDONIA COMM SCH DIST
CEDAR SPRINGS PUBLIC SCHOOLS
COMSTOCK PARK SCH DIST
CREATIVE TECHNOLOGIES ACADEMY
EAST GRAND RAPIDS PUBLIC SCHOOLS
FOREST HILLS PUBLIC SCHOOLS
GODFREY LEE PUBLIC SCHS
GODWIN HEIGHT PUBLIC SCHOOLS
GODWIN HGTS PUB SCH DIST
GRAND RAPIDS PUBLIC SCHOOLS
GRANDVILLE PUBLIC SCHOOL DIST
KELLOGGSVILLE PUBLIC SCHOOLS
KENOWA HILLS SCHOOL DIST
KENT CITY COMM SCH DIST
KENT ISD
KENTWOOD PUBLIC SCHOOL
LOWELL AREA SCHOOLS
MICHIGAN VIRTUAL CHARTER ACADEMY
NEXTECH HIGH SCHOOL
School District
24 Active
24
Organizations
1000 FAMILIES OF COLOR
1331 HILL STREET PRESERVATION FOUNDATION
14 HOURS STRONG
15 PEARLS AND A PROMISE
2000 WISHES INC
20 Liters
21 SCHREMS WEST MICHIGAN
2 IN ONE MARRIAGE MINISTRIES INC
2 RIDE AGAIN
2X2 LATVIAN SEMINARS
3 POINT CLUB
3 SOS MINISTRIES INC
3XM-USA
4362 Bishop Haas Council Knight of Columbus
455TH BOMB GROUP RESEARCH FOUNDATION
4 FIRES MINISTRIES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1000 FAMILIES OF COLOR
1331 HILL STREET PRESERVATION FOUNDATION
14 HOURS STRONG
15 PEARLS AND A PROMISE
2000 WISHES INC
20 Liters
21 SCHREMS WEST MICHIGAN
2 IN ONE MARRIAGE MINISTRIES INC
2 RIDE AGAIN
2X2 LATVIAN SEMINARS
3 POINT CLUB
3 SOS MINISTRIES INC
3XM-USA
4362 Bishop Haas Council Knight of Columbus
455TH BOMB GROUP RESEARCH FOUNDATION
4 FIRES MINISTRIES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1000 FAMILIES OF COLOR
1331 HILL STREET PRESERVATION FOUNDATION
14 HOURS STRONG
15 PEARLS AND A PROMISE
2000 WISHES INC
20 Liters
21 SCHREMS WEST MICHIGAN
2 IN ONE MARRIAGE MINISTRIES INC
2 RIDE AGAIN
2X2 LATVIAN SEMINARS
3 POINT CLUB
3 SOS MINISTRIES INC
3XM-USA
4362 Bishop Haas Council Knight of Columbus
455TH BOMB GROUP RESEARCH FOUNDATION
4 FIRES MINISTRIES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4075 Active
4075
Organizations
Community Partners122 organizations
CITY OF EAST GRAND RAPIDS
Municipal Government·GRAND RAPIDS
CITY OF GRAND RAPIDS
Municipal Government·GRAND RAPIDS
CITY OF GRANDVILLE
Municipal Government·GRANDVILLE
CITY OF KENTWOOD
Municipal Government·KENTWOOD
CITY OF WYOMING
Municipal Government·WYOMING
TOWNSHIP OF SOLON
Municipal Government·CEDAR SPRINGS
TOWNSHIP OF SPARTA
Municipal Government·SPARTA
TOWNSHIP OF SPENCER
Municipal Government·GOWEN
VILLAGE OF SAND LAKE
Municipal Government·SAND LAKE
VILLAGE OF SPARTA
Municipal Government·SPARTA
BYRON GAINES UTILITY AUTHORITY
Special District·BYRON CENTER
KENT DISTRICT LIBRARY
Special District·COMSTOCK PARK
LOWELL LIGHT & POWER CO
Special District·LOWELL
RAPID
Special District·GRAND RAPIDS
ROCKFORD HOUSING COMMISSION
Special District·ROCKFORD
CREATIVE TECHNOLOGIES ACADEMY
School District·CEDAR SPRINGS
MICHIGAN VIRTUAL CHARTER ACADEMY
School District·GRAND RAPIDS
NEXTECH HIGH SCHOOL
School District·GRAND RAPIDS
1000 FAMILIES OF COLOR
Nonprofit Organization·Grand Rapids
1331 HILL STREET PRESERVATION FOUNDATION
Nonprofit Organization·Grand Rapids
14 HOURS STRONG
Nonprofit Organization·Grand Rapids
15 PEARLS AND A PROMISE
Nonprofit Organization·GRAND RAPIDS
2000 WISHES INC
Nonprofit Organization·Grand Rapids
20 Liters
Nonprofit Organization·Grandville
21 SCHREMS WEST MICHIGAN
Nonprofit Organization·GRAND RAPIDS
2 IN ONE MARRIAGE MINISTRIES INC
Nonprofit Organization·Byron Center
2 RIDE AGAIN
Nonprofit Organization·Belmont
2X2 LATVIAN SEMINARS
Nonprofit Organization·Belmont
3 POINT CLUB
Nonprofit Organization·Lowell
3 SOS MINISTRIES INC
Nonprofit Organization·Grand Rapids
3XM-USA
Nonprofit Organization·GRAND RAPIDS
4362 Bishop Haas Council Knight of Columbus
Nonprofit Organization·Wyoming
455TH BOMB GROUP RESEARCH FOUNDATION
Nonprofit Organization·COMSTOCK PARK
4 FIRES MINISTRIES
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Grand Rapids
4-H FROSTIES
Nonprofit Organization·Grand Rapids
6 FUND
Nonprofit Organization·Grand Rapids
7TH UNITED STATES CAVALRY ASSOCIATION
Nonprofit Organization·Ada
AACORN FARMS INC
Nonprofit Organization·ROCKFORD
ABEL NDJERAREOU INTERNATIONAL MINISTRIES
Nonprofit Organization·Grand Rapids
ABOUNDING HOPE MINISTRIES
Nonprofit Organization·BYRON CENTER
ABREAKTHROUGH
Nonprofit Organization·Grand Rapids
ABUNDANT HOME
Nonprofit Organization·ALTO
ABUNDANT LIFE HEALTH AND COUNSELING CENTER
Nonprofit Organization·Alto
ACADEMY OF CHRISTIAN EDITORS
Nonprofit Organization·Grand Rapids
ACAPULCO ANGELS
Nonprofit Organization·Grandville
Acare Human Services Inc
Nonprofit Organization·Grand Rapids
ACCESS OF WEST MICHIGAN
Nonprofit Organization·GRAND RAPIDS
ACCESS SIX
Nonprofit Organization·Grand Rapids
ACE MENTOR PROGRAM
Nonprofit Organization·Grand Rapids
ACROSS MY HEART MINISTRIES
Nonprofit Organization·GRAND RAPIDS
ACTIVE CLIMATE RESCUE INITIATIVE
Nonprofit Organization·Grand Rapids
Acton Institute for the Study of Religion and Liberty
Nonprofit Organization·Grand Rapids
AD2 WEST MICHIGAN
Nonprofit Organization·Grand Rapids
ADA ARTS COUNCIL
Nonprofit Organization·Grand Rapids
ADA BUSINESS ASSOCIATION
Nonprofit Organization·ADA
ADA-CASCADE COMMUNITY SOCCER ASSOCI
Nonprofit Organization·GRAND RAPIDS
ADA CHRISTIAN SCHOOL EDUCATION
Nonprofit Organization·ADA