AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 376 | $0.1 |
| Average Individual AUM | $359,458 | |
| HNW | 46 | $0.1 |
| Average HNW AUM | $2,503,733 | |
| Retail Total | 422 | $0.3 |
| Average Retail AUM | $593,195 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 74% | $0.2 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 20% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 102% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MELANIE MEYER | MUSKEGON | MI | S66|2001-06-13|S65|2014-03-28 | ||||||
| DIMITRI POLAND | MUSKEGON | MI | S65|2022-12-10 | ||||||
| MICHAEL POLAND | MUSKEGON | MI | S63|1989-08-03|S65|2003-08-20 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | -1% | 5 | -1 | -20% |
| 2023-04-04 | $0.2 | $0.0 | 12% | 5 | -1 | -20% |
| 2022-04-01 | $0.3 | $0.0 | -10% | 5 | -1 | -20% |
| 2021-04-05 | $0.2 | $0.0 | 20% | 5 | -1 | -20% |
| 2020-04-01 | $0.2 | $0.1 | 28% | 5 | -1 | -20% |
| 2019-04-01 | $0.2 | $0.1 | 70% | 4 | 0 | 0% |
| 2018-04-02 | $0.2 | $0.1 | 75% | 4 | 0 | 0% |
| 2017-04-01 | $0.1 | $0.1 | 123% | 5 | -1 | -20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MI, CA-03/08/2022, FL-03/08/2022, LA-11/20/2018, MI-09/06/2016, TX-09/06/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV