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Jerry Lee Tubergen

OTTAWA AVENUE PRIVATE CAPITAL, LLC·GRAND RAPIDS, Michigan
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200 MONROE AVENUE NW, GRAND RAPIDS, MI 49503CRD# 4380940Firm CRD# 282516
01

About

Jerry Lee Tubergen 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# 4380940
Firm CRD# 282516
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Lee Tubergen offer?
Jerry Lee Tubergen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Jerry Lee Tubergen's credentials?
Jerry Lee Tubergen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Lee Tubergen located?
Jerry Lee Tubergen 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 Jerry Lee Tubergen charge for services?
Jerry Lee Tubergen'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.
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Other Advisors at OTTAWA AVENUE PRIVATE CAPITAL, LLC

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Daniel George Devos
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David Stewart Reynolds
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Douglas Lee Devos
GRAND RAPIDS, MI
Jr. Richard Devos
GRAND RAPIDS, MI
Michael Patrick Lunt
GRAND RAPIDS, MI

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Research
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