DS INVESTMENT ADVISORS

Adviser information for DS INVESTMENT ADVISORS last updated from Form ADV on March 25th, 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	4
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	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	213	$70.0M
Non-Discretionary	20	$200.0M
Total	233	$270.0M

Clients

Type	Number	RAUM
Individuals	51	$14.0M
HNW Individuals	101	$56.0M
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	20	$200.0M
Charitable organizations	0	$0
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	1
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-123724
SEC ERA File Number	801-123724
SEC CIK Numbers	None
SEC CRD Numbers	319351
Legal Entity Identifier	None

Principal Office

750 FRONT AVE NW SUITE 305
GRAND RAPIDS
MI
United States

Monday - Friday, 9:00 A.M. - 4:00 P.M.

Tel: 6168400284, Fax: None

Websites

www.dsinvestmentadvisors.com

Chief Compliance Officer

CARLA DELLS

750 FRONT AVENUE NW

SUITE 305

GRAND RAPIDS

United States

Tel: 6168400284

C****@***********************M

(Full email address available in API data)

Regulatory Contact

JUSTIN MEUSER

SAA