AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
CRD #109178 SEC #801-118483 GRANDVILLE, MI 616-531-5220
SEC Registered
Total AUM
$133.4M
Discretionary
$133.3M
Employees
2
Clients
101
Accounts
1,426
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, GABRIEL, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, GABRIEL, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, GABRIEL, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, GABRIEL, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, GABRIEL, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONES, GABRIEL, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAUTA, FRED, JAY | I | SENIOR MEMBER | E | Control |
| NAUTA, FRED, JAY | I | SENIOR MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | E | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | E | Control |
| NAUTA, FRED, JAY | I | MANAGING MEMBER | D | Control |
| NAUTA, FRED, JAY | I | MEMBER | D | Control |
| NAUTA, FRED, JAY | I | MEMBER | D | Control |
| NAUTA, FRED, JAY | I | SENIOR MEMBER | D | Control |
| NAUTA, FRED, JAY | I | SENIOR MEMBER | D | Control |
| NAUTA, FRED, JAY | I | MANAGING MEMBER | D | Control |
| NAUTA, FRED, JAY | I | SENIOR MEMBER | D | Control |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | Control |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | Control |
| BORGMAN, ALVIN, JOHN | I | MEMBER | C | |
| THE RONALD J. BOLTHOUSE TRUST U/A DTD 4/28/2006 | DE | OWNER | B | |
| THE RONALD J. BOLTHOUSE TRUST U/A DTD 4/28/2006 | DE | OWNER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | B | |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | B | |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | B | |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | B | |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | B | |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | B | |
| VANSURKSUM, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | B | |
| VANSURKSUM, RONALD, JAY | I | MEMBER | A | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | A | Control |
| VANSURKSUM, RONALD, JAY | I | MEMBER | A | Control |
Registrations
Federal
IA
Feb 27, 2023 REGISTERED
Notice Filings (8)
AR AZ FL GA MI OH PA TX
Address
4555 WILSON AVE SWSTE 2
GRANDVILLE, MI 49418
United States
Phone: 616-531-5220