Overview
Assets Under Management: $287 million
Headquarters: LANSING, MI
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
WASHINGTON AVENUE 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 #307002), WASHINGTON AVENUE ADVISORS is subject to fiduciary duty under federal law.
WASHINGTON AVENUE ADVISORS is headquartered in LANSING, MI.
WASHINGTON AVENUE ADVISORS serves 70 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, WASHINGTON AVENUE ADVISORS offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WASHINGTON AVENUE ADVISORS manages $287 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, WASHINGTON AVENUE ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,348
Discretionary Accounts: 1,337
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 307002
Filing ID: 2027364
Last Filing Date: 2025-11-14 11:03:34
Website: 1