$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
-- Grand Rapids MI
About Villaire Financial, LLC
Villaire Financial, LLC is a Grand Rapids, MI RIA led by CFP(R) Chris Villaire, serving high-earning young professionals and growing families. The firm provides ongoing financial planning, investment management, and tax strategy across budgeting, student loan payoff, major goals, and retirement planning. Client portfolios are implemented primarily with ETFs and custodied at Charles Schwab.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$22.9K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CHRISTOPHER SHAWN VILLAIRE
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7500731
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,834,945 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,834,945 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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