D
CRD: 328815
DC & Associates
Grand Rapids, MI, 49546
6163013428
$19.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2024
- Office Locations
- 1
Office Locations
500 Cascade West Parkway SE Suite 210 Grand Rapids MI
About DC & Associates
DC & Associates is a Grand Rapids-based RIA. The firm has been operating for 1 years. Managing $19.1M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$319.1K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Crest
Investment Themes
Wave optima Wave matrix
Investment Vehicles
Signal
Services
Frontier summit Legacy Pathway Summit momentum Atlas glacier Focus Value zenith
Owner & Executives
D
DALE ERIC RINGERWOLE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4602431
- Ownership
- 75% or more
(564) 985-6720
peak.horizon@matrixcapital.com
in linkedin.com/in/capital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,144,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,144,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,144,000
Other:
67.8% Equity - Exchange:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,381,882,099 | 67.8% |
| Equity - Exchange | $2,081,070,849 | 32.2% |
| Total | $6,462,952,948 | 100.0% |