Claim Profile
TA

Todd William Ackermann

PILGRIMS CAPITAL ADVISORS, INC.·GRANDVILLE, Michigan
Unclaimed Profile
3411 WILSON AVENUE SW, GRANDVILLE, MI 49418CRD# 2030049Firm CRD# 121348
01

About

Todd William Ackermann is a registered financial advisor based in GRANDVILLE, Michigan, affiliated with PILGRIMS CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PILGRIMS CAPITAL ADVISORS, INC.
STEWARDSHIP TRUST ADVISORS
AUM
$195M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2030049
Firm CRD# 121348
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRANDVILLE?

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

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 Todd William Ackermann offer?
Todd William Ackermann specializes in Financial Planning, Investment Management. Contact their office in GRANDVILLE, Michigan for a consultation.
What are Todd William Ackermann's credentials?
Todd William Ackermann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd William Ackermann located?
Todd William Ackermann is based in GRANDVILLE, Michigan, working with PILGRIMS CAPITAL ADVISORS, INC.. Their office serves clients in the GRANDVILLE metropolitan area and surrounding communities.
How does Todd William Ackermann charge for services?
Todd William Ackermann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PILGRIMS CAPITAL ADVISORS, INC.?
PILGRIMS CAPITAL ADVISORS, INC. has approximately 6 employees and manages $195M 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 →
Browse by specialty