Overview
Assets Under Management: $386 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 40
Average Client Assets: $1.6 million
Frequently Asked Questions
DS INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319351), DS INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
DS INVESTMENT ADVISORS is headquartered in GRAND RAPIDS, MI.
DS INVESTMENT ADVISORS serves 40 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, DS INVESTMENT ADVISORS offers portfolio management for individuals. View all service details ↓
DS INVESTMENT ADVISORS manages $386 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, DS INVESTMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.64%
Average Client Assets: $1.6 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 319351
Filing ID: 2067199
Last Filing Date: 2026-03-31 14:53:44