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
3200 Broadmoor Se, Grand Rapids, MI 49512
http://streamsongadvisors.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

GA, MI, TX

Financial Advisors at Streamsong Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Braun, financial advisor Grand Rapids MI
Thomas A. Braun
CRD#: 5779055
3200 Broadmoor Se, Grand Rapids, MI 49512

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, financial advisor Grand Rapids MI
Kerby A. Wallick
CRD#: 1975751
3200 Broadmoor Se, Grand Rapids, MI 49512

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.

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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