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Streamsong Advisors, LLC (Grand Rapids)


Streamsong Advisors, LLC is an adviser based in Grand Rapids. It manages $18.01 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida and Michigan.

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Streamsong Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Streamsong Advisors: assets under management

The assets under management (AUM) of Streamsong Advisors, LLC is $18.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $514.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Streamsong Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where Streamsong Advisors, LLC performs its advisory services is located at 3200 Broadmoor Se, Grand Rapids, MI 49512, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (616) 322-7444. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at streamsongadvisors.com.


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