AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
Adviser information for AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC last updated from Form ADV on February 27th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,418 | $133.3M |
| Non-Discretionary | 8 | $60,112 |
| Total | 1,426 | $133.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 394 | $94.7M |
| HNW Individuals | 51 | $38.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $60,112 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 394 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118483 |
|---|---|
| SEC ERA File Number | 801-118483 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109178 |
| Legal Entity Identifier | None |
Principal Office
4555 WILSON AVE SWSTE 2
GRANDVILLE
MI
United States
Monday - Friday, 9:30 A.M. TO 5 P.M.
Tel: 616-531-5220, Fax: 616-531-7773
Websites
Chief Compliance Officer
GABRIEL JONES
CHIEF INVESTMENT OFFICER
4555 WILSON AVE SW
STE 2
GRANDVILLE
MI
United States
Tel:
616-531-5220
Fax:
616-531-7773
G*****@*********M
(Full email address available in API data)
Regulatory Contact
RONALD VANSURKSUM
MANAGING MEMBER
4555 WILSON AVE SW
STE 2
GRANDVILLE
MI
United States
Tel:
616-531-5220
Fax:
616-531-7773
R**********@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VANSURKSUM, RONALD, JAY | Individual | – | MEMBER | 01/2003 | > 75% |
| JONES, GABRIEL, ALLEN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2018 | < 5% |