AdvisorOS Directory
Claim Profile
DR

David Stewart Reynolds

OTTAWA AVENUE PRIVATE CAPITAL, LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
200 MONROE AVENUE NW, GRAND RAPIDS, MI 49503CRD# 5931805Firm CRD# 282516
01

About

David Stewart Reynolds is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with OTTAWA AVENUE PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
OTTAWA AVENUE PRIVATE CAPITAL, LLC
OA PRIVATE CAPITAL
AUM
$20.2B
Regulatory assets under management
Employees
74
Total firm employees
View all advisors at OTTAWA AVENUE PRIVATE CAPITAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5931805
Firm CRD# 282516
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND RAPIDS?

Browse all registered financial advisors in GRAND RAPIDS, Michigan or claim this profile if it's yours.

Browse GRAND RAPIDS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Stewart Reynolds offer?
David Stewart Reynolds specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are David Stewart Reynolds's credentials?
David Stewart Reynolds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Stewart Reynolds located?
David Stewart Reynolds is based in GRAND RAPIDS, Michigan, working with OTTAWA AVENUE PRIVATE CAPITAL, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does David Stewart Reynolds charge for services?
David Stewart Reynolds's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OTTAWA AVENUE PRIVATE CAPITAL, LLC?
OTTAWA AVENUE PRIVATE CAPITAL, LLC has approximately 74 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OTTAWA AVENUE PRIVATE CAPITAL, LLC

Damian (nmn) Degoa
GRAND RAPIDS, MI
Daniel George Devos
GRAND RAPIDS, MI
Douglas Lee Devos
GRAND RAPIDS, MI
Jerry Lee Tubergen
GRAND RAPIDS, MI
Jr. Richard Devos
GRAND RAPIDS, MI
Michael Patrick Lunt
GRAND RAPIDS, MI

More Advisors in GRAND RAPIDS, Michigan

Jan Rupke Winters
AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, MI
John Kenneth Koczara
LAFLEUR & GODFREY LLC·GRAND RAPIDS, MI
Ryan Michael Allen
AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, MI
Wayne Albert Titche
AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, MI
Allan Jay Meyers
AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, MI
Barbara Jean Demoor
AMBS INVESTMENT COUNSEL LLC·GRAND RAPIDS, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)FARMINGTON HILLS (35)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile