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AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
GRANDVILLE, Michigan
·
2 registered advisors
·
CRD# 109178
SEC# 801-118483
0
616-531-5220
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
2 registered advisors
Gabriel Allen Jones
GRANDVILLE, Michigan
CRD# 6178147
Ronald Jay Vansurksum
GRANDVILLE, Michigan
CRD# 2304890
05
Office Locations
GRANDVILLE, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC (CRD# 109178) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.