DC & ASSOCIATES

DC & ASSOCIATES of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 328815). Regulatory assets under management: $19.1M.

Registration

• CRD: 328815
• Type: Registered investment adviser
• Location: 500 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI, 49546
• Phone: 616-301-3428
• Latest filing: 2026-03-31
• Regulatory AUM: $19.1M
• Discretionary AUM: $19.1M
• Clients: 1
• Accounts: 124

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328815 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search