CRDV GROUP OF COMPANIES
Legal name: DAVIS, RUTAN & VALK
CRD #112776 SEC #801-56415 GROSSE POINTE, MI 313-886-8000
SEC Registered
Total AUM
$62.3M
Discretionary
$18.6M
Employees
10
Clients
25
Accounts
95
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 23, 2005
- 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 |
|---|---|---|---|---|
| ABRAHAM, SUSAN, MICHELLE | I | OFFICER MANAGER | NA | |
| DAVIS, JONATHON, POMEROY | I | ASSOCIATE | NA | |
| DAVIS, JONATHON, POMEROY | I | ASSOCIATE | NA | |
| DAVIS, JONATHON, POMEROY | I | ASSOCIATE | NA | |
| DAVIS, SUSAN, POMEROY | I | ASSOCIATE | NA | |
| HERNADI, KATHRYN, A | I | ACCOUNTING | NA | |
| HERNADI, KATHRYN, A | I | ACCOUNTING | NA | |
| MENZEL, SHIRLEY, ANN | I | ACCOUNT SERVICE | NA | |
| MICHAELS, LINDA, R | I | OFFICE MANAGER | NA | |
| MICHAELS, LINDA, R | I | OFFICE MANAGER | NA | |
| REMBELSKI, GERALDINE, J | I | ACCOUNT SERVICE | NA | |
| REMBELSKI, GERALDINE, J | I | ACCOUNT SERVICE | NA | |
| DAVIS, CHARLES, STROUT | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | Control |
| DAVIS, CHARLES, STROUT | I | PRINCIPAL | C | Control |
| DAVIS, CHARLES, STROUT | I | PRINCIPAL | C | Control |
| RUTAN, CHARLES, RICHARD | I | PRINCIPAL | C | Control |
| RUTAN, CHARLES, RICHARD | I | PRINCIPAL | C | Control |
| RUTAN, CHARLES, RICHARD | I | PRINCIPAL | C | Control |
| VALK, ROBERT, E. | I | PRINCIPAL | C | Control |
| VALK, ROBERT, E. | I | PRINCIPAL | C | Control |
Registrations
Federal
IA
Sep 23, 2005 REGISTERED
Notice Filings (1)
MI
Address
21 KERCHEVAL AVESUITE #270
GROSSE POINTE, MI 48236
USA
Phone: 313-886-8000