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Stephanie Lynn Smith

WEST MICHIGAN ADVISORS, LLC·HOLLAND, Michigan
Unclaimed Profile
301 HOOVER BLVD., HOLLAND, MI 49423CRD# 5843814Firm CRD# 312073
01

About

Stephanie Lynn Smith is a registered financial advisor based in HOLLAND, Michigan, affiliated with WEST MICHIGAN ADVISORS, LLC. 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
TAMARISK FINANCIAL, LLC
WEST MICHIGAN ADVISORS, LLC
AUM
$495M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at TAMARISK FINANCIAL, LLC →
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# 5843814
Firm CRD# 312073
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Lynn Smith offer?
Stephanie Lynn Smith specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.
What are Stephanie Lynn Smith's credentials?
Stephanie Lynn Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Lynn Smith located?
Stephanie Lynn Smith is based in HOLLAND, Michigan, working with WEST MICHIGAN ADVISORS, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Stephanie Lynn Smith charge for services?
Stephanie Lynn Smith'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 WEST MICHIGAN ADVISORS, LLC?
WEST MICHIGAN ADVISORS, LLC has approximately 15 employees and manages $495M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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