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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $133.4M | $133.3M | $60.1K | 2 | 394 |
| Feb 2022 | $148.9M | $148.8M | $67.2K | 2 | 355 |
| Feb 2021 | $118.2M | $118.2M | $0 | 2 | 354 |
| Apr 2020 | $110.2M | $110.1M | $83.3K | 2 | 361 |
| Mar 2020 | $110.2M | $110.1M | $83.3K | 2 | 361 |
| Jun 2012 | $40.7M | $35.7M | $5M | 1 | 400 |
| May 2012 | $40.7M | $35.7M | $5M | 1 | 400 |
| Jan 2012 | $40.7M | $35.7M | $5M | 1 | 400 |
| Jan 2012 | $40.7M | $35.7M | $5M | 1 | 400 |
| Mar 2011 | $39.4M | $36.9M | $2.5M | 5 | -- |
| Apr 2009 | $31.7M | $21.7M | $10M | 10 | -- |
| Mar 2008 | $41.4M | $31.9M | $9.5M | 5 | -- |
| Mar 2007 | $48M | $31.5M | $16.5M | 5 | -- |
| Nov 2006 | $43.3M | $36.7M | $6.6M | 5 | -- |
| Mar 2006 | $43.3M | $36.7M | $6.6M | 5 | -- |
| Feb 2006 | $34.4M | $25.8M | $8.6M | 5 | -- |
| Sep 2005 | $34.4M | $25.8M | $8.6M | 5 | -- |
| May 2004 | $40.5M | $38.9M | $1.6M | 5 | -- |
| Mar 2004 | $40.5M | $38.9M | $1.6M | 5 | -- |
| Apr 2002 | $27.3M | $27.3M | $0 | 5 | -- |
| Jun 2001 | $28.3M | $20M | $8.3M | 10 | -- |
| Jun 2001 | $28.3M | $20M | $8.3M | 10 | -- |
DateFeb 2023
Total AUM$133.4M
Discretionary$133.3M
Non-Disc.$60.1K
Employees2
Clients394
DateFeb 2022
Total AUM$148.9M
Discretionary$148.8M
Non-Disc.$67.2K
Employees2
Clients355
DateFeb 2021
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees2
Clients354
DateApr 2020
Total AUM$110.2M
Discretionary$110.1M
Non-Disc.$83.3K
Employees2
Clients361
DateMar 2020
Total AUM$110.2M
Discretionary$110.1M
Non-Disc.$83.3K
Employees2
Clients361
DateJun 2012
Total AUM$40.7M
Discretionary$35.7M
Non-Disc.$5M
Employees1
Clients400
DateMay 2012
Total AUM$40.7M
Discretionary$35.7M
Non-Disc.$5M
Employees1
Clients400
DateJan 2012
Total AUM$40.7M
Discretionary$35.7M
Non-Disc.$5M
Employees1
Clients400
DateJan 2012
Total AUM$40.7M
Discretionary$35.7M
Non-Disc.$5M
Employees1
Clients400
DateMar 2011
Total AUM$39.4M
Discretionary$36.9M
Non-Disc.$2.5M
Employees5
Clients--
DateApr 2009
Total AUM$31.7M
Discretionary$21.7M
Non-Disc.$10M
Employees10
Clients--
DateMar 2008
Total AUM$41.4M
Discretionary$31.9M
Non-Disc.$9.5M
Employees5
Clients--
DateMar 2007
Total AUM$48M
Discretionary$31.5M
Non-Disc.$16.5M
Employees5
Clients--
DateNov 2006
Total AUM$43.3M
Discretionary$36.7M
Non-Disc.$6.6M
Employees5
Clients--
DateMar 2006
Total AUM$43.3M
Discretionary$36.7M
Non-Disc.$6.6M
Employees5
Clients--
DateFeb 2006
Total AUM$34.4M
Discretionary$25.8M
Non-Disc.$8.6M
Employees5
Clients--
DateSep 2005
Total AUM$34.4M
Discretionary$25.8M
Non-Disc.$8.6M
Employees5
Clients--
DateMay 2004
Total AUM$40.5M
Discretionary$38.9M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2004
Total AUM$40.5M
Discretionary$38.9M
Non-Disc.$1.6M
Employees5
Clients--
DateApr 2002
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$28.3M
Discretionary$20M
Non-Disc.$8.3M
Employees10
Clients--
DateJun 2001
Total AUM$28.3M
Discretionary$20M
Non-Disc.$8.3M
Employees10
Clients--