Streamsong Advisors, LLC
Streamsong Advisors, LLC (CRD# 168250) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $88,475,079 in 399 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management88MILLION
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$221,742
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, MI, TX
Financial Advisors at Streamsong Advisors, LLC
1
Thomas Braun (CRD# 5779055) is an Investment Advisor Representative working at Streamsong Advisors, LLC in Grand Rapids, MI and has over 13 years of experience in the finance industry.
2
Kerby Wallick (CRD# 1975751) is an Investment Advisor Representative working at Streamsong Advisors, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.