FIDUCIARY FINANCIAL ADVISORS
ACTION POINT FINANCIAL PLANNING, LLC Legal Name
Adviser information for FIDUCIARY FINANCIAL ADVISORS last updated from Form ADV on March 1st, 2024. 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 | 27 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 22 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,279 | $545.4M |
| Non-Discretionary | 15 | $10.1M |
| Total | 1,294 | $555.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 853 | $122.6M |
| HNW Individuals | 415 | $412.7M |
| 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 | 15 | $10.1M |
| Charitable organizations | 6 | $5.8M |
| 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 | 5 | $4.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 925 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCORPORATE EMPLOYEE EDUCATION SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120619 |
|---|---|
| SEC ERA File Number | 801-120619 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172103 |
| Legal Entity Identifier | None |
Principal Office
124 FULTON ST. EASTSUITE 200
GRAND RAPIDS
MI
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 6166223062, Fax: None
Chief Compliance Officer
BENJAMIN VERWYS
MANAGING MEMBER
124 FULTON ST. EAST
SUITE 200
GRAND RAPIDS
MI
United States
Tel:
6166223062
B**@************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 |
|---|---|---|---|---|---|
| VERWYS, BENJAMIN, MARK | Individual | – | MANAGING MEMBER/CCO | 10/2014 | > 75% |
| BLOWER, THOMAS, M | Individual | – | FINANCIAL ADVISOR | 01/2023 | 5-10% |