Be advised. This firm is no longer registered.

Aam Fee-only Financial Planning And Investment Advisory, LLC

Aam Fee-only Financial Planning And Investment Advisory, LLC (CRD# 109178) is a financial advisory firm headquartered in Grandville, MI. They manage $133,364,865 in 1,426 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4555 Wilson Ave Sw, Ste 2, Grandville, MI 49418
http://www.aamllc.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    1,426
    ACCOUNTS
  • Average Account Value
    $93,524
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MI, TX

Financial Advisors at Aam Fee-only Financial Planning And Investment Advisory, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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