RIA Intelligence

ACTIVA ASSET MANAGEMENT, LLC

CRD #47781 SEC #801-56672 GRAND RAPIDS, MI 616-588-5380
SEC Registered Broker-Dealer
Total AUM
$82.3M
Discretionary
$82.3M
Employees
10
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 25, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ENGEL, ALLAN DEANIPRESIDENTNA Control
ENGEL, ALLAN DEANICHIEF COMPLIANCE OFFICERNA Control
ENGEL, ALLAN DEANIPRESIDENTNA Control
ENGEL, ALLAN DEANICHIEF COMPLIANCE OFFICERNA Control
ENGEL, ALLAN DEANIPRESIDENTNA Control
ENGEL, ALLAN DEANICHIEF COMPLIANCE OFFICERNA Control
SMITH, JULIA DUTTONIASSISTANT SECRETARY & ASSISTANT TREASURERNA Control
SMITH, JULIA DUTTONIASSISTANT SECRETARY & ASSISTANT TREASURERNA Control
SMITH, JULIA DUTTONIASSISTANT SECRETARY & ASSISTANT TREASURERNA Control
ACTIVA MANAGEMENT SERVICES, LLCDEMEMBER/MANAGERE Control
ACTIVA MANAGEMENT SERVICES, LLCDEMEMBER/MANAGERE Control
ACTIVA MANAGEMENT SERVICES, LLCDEMEMBER/MANAGERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JAY VAN ANDEL TRUST U/A/D 8/28/78IJVA ENTERPRISES HOLDINGS, LLCE Control
JAY VAN ANDEL TRUST U/A/D 8/28/78IJVA ENTERPRISES HOLDINGS, LLCE Control
JAY VAN ANDEL TRUST U/A/D 8/28/78IJVA ENTERPRISES HOLDINGS, LLCE Control
VAN ANDEL, DAVID L.IJAY VAN ANDEL TRUST U/A/D 8/28/78E Control
VAN ANDEL, DAVID L.IJAY VAN ANDEL TRUST U/A/D 8/28/78E Control
VAN ANDEL, DAVID L.IJAY VAN ANDEL TRUST U/A/D 8/28/78E Control
G2 CAPITAL, LLCDEACTIVA MANAGEMENT SERVICES, LLCD Control
G2 CAPITAL, LLCDEACTIVA MANAGEMENT SERVICES, LLCD Control
G2 CAPITAL, LLCDEACTIVA MANAGEMENT SERVICES, LLCD Control
JVA ENTERPRISES HOLDINGS, LLCDEACTIVA MANAGEMENT SERVICES, LLCD Control
JVA ENTERPRISES HOLDINGS, LLCDEACTIVA MANAGEMENT SERVICES, LLCD Control
JVA ENTERPRISES HOLDINGS, LLCDEACTIVA MANAGEMENT SERVICES, LLCD Control
DEVOS, DANIEL GEORGEIG2 CAPITAL, LLCC Control
DEVOS, DANIEL GEORGEIG2 CAPITAL, LLCC Control
DEVOS, DANIEL GEORGEIG2 CAPITAL, LLCC Control
DEVOS, DOUGLAS LEEIG2 CAPITAL, LLCC Control
DEVOS, DOUGLAS LEEIG2 CAPITAL, LLCC Control
DEVOS, DOUGLAS LEEIG2 CAPITAL, LLCC Control
DEVOS, RICHARD MARVIN JRIG2 CAPITAL, LLCC Control
DEVOS, RICHARD MARVIN JRIG2 CAPITAL, LLCC Control
DEVOS, RICHARD MARVIN JRIG2 CAPITAL, LLCC Control
VANDERWEIDE, SUZANNE CHERYLIG2 CAPITAL, LLCC Control
VANDERWEIDE, SUZANNE CHERYLIG2 CAPITAL, LLCC Control
VANDERWEIDE, SUZANNE CHERYLIG2 CAPITAL, LLCC Control

Registrations

Federal

IA
Feb 25, 2009 REGISTERED

Notice Filings (1)

MI

Address

2905 LUCERNE SE
SUITE 200
GRAND RAPIDS, MI 49546
United States
Phone: 616-588-5380