ADVANCE WEALTH MANAGEMENT SERVICE, LLC
CRD #301780 SEC #801-115284 GRAND RAPIDS, MI 616-425-7520
SEC Registered
Total AUM
$41.5M
Discretionary
$41.5M
Employees
1
Clients
0
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2019 | $41.5M | $41.5M | $0 | 1 | 0 |
| Sep 2019 | $41.5M | $41.5M | $0 | 1 | 0 |
| Aug 2019 | $41.5M | $41.5M | $0 | 1 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
DateNov 2019
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients0
DateSep 2019
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0