HILBOLDT, JAMES S.; WESTIN, JAMES C.; AND MELVIN, JAMES C.
Legal name: HILBOLDT WESTIN & MELVIN OFFICE
CRD #105941 SEC #801-14842 KALAMAZOO, MI 616-382-5800
SEC Registered
Total AUM
$632.5M
Discretionary
$632.5M
Employees
5
Clients
251
Accounts
358
Firm Details
- Organization Type
- Other (specify) (JOINT VENTURE)
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HILBOLDT, JAMES, SONNEMANN | I | JOINT VENTURER | C | Control |
| MELVIN, JAMES, COLEMAN | I | JOINT VENTURER | C | Control |
| WESTIN, JAMES, CLINTON | I | JOINT VENTURER | C | Control |
Registrations
Federal
IA
Mar 22, 2002 REGISTERED
Address
136 E MICHIGAN AVE SUITE 1201KALAMAZOO, MI 49007-3936
USA
Phone: 616-382-5800