Financial Advisory Corporation
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 105472
- Registered since
- January 27, 1989
- Website
- facwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI48.33%
- Charitable Organizations30.26%
- Corporations / Businesses11.51%
- Individuals5.84%
- Pension & Profit Sharing Plans4.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Advisory Corporation is an independent, individually owned registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families, small businesses and institutions. The firm is SEC-registered (1989) and bills clients through a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. Its advisory services focus on financial planning and portfolio management rather than acting as a capital allocator. FINTRX flags the firm as not an active ESG investor. The firm has received industry recognition, appearing on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- US Government Bonds14%
- Cash & Cash Equivalents2%
- Other2%
- Investment Grade Corp Bonds1%
Contacts
3 of 9
Paul Anthes
PresidentCRD 1037884
Ryan Allen
Wealth AdvisorCRD 5567797
Christopher Still
Wealth AdvisorCRD 6600851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$838M in ETFs
100%
$838M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $136M | 177,958 | 16.26% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 4251 Cascade Rd Se
- Time zone
- ET (UTC-5)
- Office locations
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