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Financial Advisory Corporation
Financial Advisory Corporation is an SEC-registered investment adviser in Grand Rapids, MI, since 1989. The firm manages $1.1 billion in regulatory assets.
Overview
Financial Advisory Corporation is an SEC-registered investment adviser in Grand Rapids, MI, since 1989. The firm manages $1.1 billion in regulatory assets. It has 14 employees and 14 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1989
Location
Region
North America
Country
United States
City
Grand Rapids
Corporate office
Grand Rapids, MI, United States
Sector focus
Frequently asked questions
Is Financial Advisory Corporation structured as a trust company or an RIA?
The firm operates under a bank or trust-company charter, not as a standalone registered investment adviser. This means it can serve as a corporate trustee and personal representative in addition to providing investment management. The trust charter imposes a fiduciary duty that is legally broader than the suitability or best-interest standards applicable to broker-dealers and insurance-based advisors.
Why is the firm's AUM not publicly available?
As a privately held bank or trust company, Financial Advisory Corporation is not required to file a Form ADV with the SEC unless it separately registers as an investment adviser. Many trust companies report client assets only in confidential regulatory filings with their state banking authority, which are not generally public. The absence of a public AUM figure is therefore structural, not unusual for this charter type.
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