Advanced Asset Management LLC

Advanced Asset Management LLC (CRD# 109178) is a financial advisory firm headquartered in Grandville, MI. They manage $73,490,163 in 1,198 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    1,198
    ACCOUNTS
  • Average Account Value
    $61,344
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Advanced Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald J. Vansurksum
CRD#: 2304890
4555 Wilson Ave Sw, Ste 2, Grandville, MI 49418
96
Wealthminder
score

Ronald Vansurksum (CRD# 2304890) is an Investment Advisor Representative working at Advanced Asset Management LLC in Grandville, MI and has over 24 years of experience in the finance industry. Ronald Vansurksum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey B. Belmonte
CRD#: 2022821
4555 Wilson Avenue Sw, Suite 2, Grandville, MI 49418
93
Wealthminder
score

Jeffrey Belmonte (CRD# 2022821) is an Investment Advisor Representative working at Advanced Asset Management LLC in Grandville, MI and has over 11 years of experience in the finance industry.

3
Charles M. Flachs
CRD#: 2906706
122 N. Pine St, Evart, MI 49631
93
Wealthminder
score

Charles Flachs (CRD# 2906706) is an Investment Advisor Representative working at Advanced Asset Management LLC in Evart, MI and has over 20 years of experience in the finance industry.

4
Gabriel A. Jones
CRD#: 6178147
4555 Wilson Ave Sw, Ste 2, Grandville, MI 49418
89
Wealthminder
score

Gabriel Jones (CRD# 6178147) is an Investment Advisor Representative working at Advanced Asset Management LLC in Grandville, MI and has over 3 years of experience in the finance industry.

5
Donald J. Vanderweele
CRD#: 721991
319 River St, Manistee, MI 49660
76
Wealthminder
score

Donald Vanderweele (CRD# 721991) is an Investment Advisor Representative working at Advanced Asset Management LLC in Manistee, MI and has over 36 years of experience in the finance industry. Donald Vanderweele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.