Thaddeus Lubbers, financial advisor Grandville MI

Thaddeus Lubbers

CRD Number: 4371309
Current Firm: Ellija Capital Management, LLC

Thaddeus Lubbers (CRD# 4371309) is an Investment Advisor Representative working at Ellija Capital Management, LLC in Grandville, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Ellija Capital Management, LLC Grandville, MI Jun 2007 - Current 16
Triad Advisor, Inc. Norcross, GA Jun 2007 - Dec 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Thaddeus M. Lubbers
Phone Number: 616-531-7300
Firm Website: http://www.ellija.com
Registered State(s):
  • CA
  • IL
  • IN
  • MI
  • TX
Current Firm Details
Ellija Capital Management, LLC
Firm's CRD Number: 137151
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $58,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, IL, IN, MI, TX

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