CRD: 168250
Streamsong Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-02-2014
- Office Locations
- 1
Office Locations
About Streamsong Advisors, LLC
StreamSong Advisors, LLC is a Grand Rapids, MI RIA providing discretionary portfolio management and financial planning, led by President Thomas Braun with a CFA chief investment strategist. Portfolios emphasize ETFs and mutual funds, with client accounts custodied at Charles Schwab or TD Ameritrade for real-time access. Fee-based and commission-free, the firm also partners with InvestHER Fiduciary Solutions for planning expertise.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS AUSTIN BRAUN
Chief Compliance Officer, Managing Member, President
- CRD
- #5779055
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Michael E O'Farrell
--
- CRD
- #7639598
Samuel William Vasiu
Investment Advisor Representative
- CRD
- #7717814
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,806,433 | $247,493 |
| Non-Discretionary | $6,588,515 | $2,196,172 |
| Total | $124,394,948 | $259,697 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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