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GRAND ARBOR ADVISORS
BARNETT, DAVID WAYNE
CRD 149176
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2024-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $3.8M |
| High net worth individuals | 3 | $4.4M |
| Charitable organizations | 2 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD