AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC of GRANDVILLE, MI is an SEC-registered investment adviser (CRD 109178). Regulatory assets under management: $133.4M.
Registration
- CRD: 109178
- SEC file number: 801-118483
- Type: Registered investment adviser
- Location: 4555 WILSON AVE SW, STE 2, GRANDVILLE, MI, 49418
- Phone: 616-531-5220
- Latest filing: 2023-02-27
- Regulatory AUM: $133.4M
- Discretionary AUM: $133.3M
- Non-discretionary AUM: $60K
- Clients: 2
- Accounts: 1,426
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| VANSURKSUM RONALD JAY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BORGMAN ALVIN JOHN | MEMBER | — |
| JONES KREG ALLEN | CHIEF COMPLIANCE OFFICER | — |
| NAUTA FRED JAY | MANAGING MEMBER; MEMBER; SENIOR MEMBER | — |
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