This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- DeltaHarbor +more
- Established Date
- 01-29-2008
- Office Locations
- 1
Office Locations
About IAM Financial
IAM Financial is a fee-only, fiduciary planning firm serving self-employed business owners and professionals nearing retirement, along with retirees. The firm delivers comprehensive financial planning, ongoing investment management, and tax filing/tax-efficient retirement income planning, working face-to-face in East Lansing and Grand Rapids and with clients nationwide. Led by CFP(R) Richard Feight with 25+ years of experience and a no-commission, holistic approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD THOMAS FEIGHT
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2883774
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,578,594 | -- |
| Total | $40,578,594 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $40,578,594
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,260,195,745 | 40.4% |
| Cash | $4,809,595,702 | 59.6% |
| Total | $8,069,791,447 | 100.0% |