$336.9M Total AUM
$318.1M Disc. AUM
20.1% 3Y CAGR
11 Employees
709 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2020
- Office Locations
- 1
Office Locations
1146 South Washington Avenue Lansing MI
About Washington Avenue Advisors
Washington Avenue Advisors is a Lansing, MI wealth advisory firm serving business owners and entrepreneurs, with a focus on exit and legacy planning. The team provides integrated financial planning, tax and estate strategies, and charitable giving guidance, and implements portfolios using ETFs and mutual funds. Platform relationships include Charles Schwab and SEI.
Team overview
36 AVG AGE
$37.4M AVG AUM / ADVISOR
$475.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
11 Employees
9 Advisory Reps
8 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
REUBEN DAVID LEVINSOHN
PARTNER, Wealth Advisor
- CRD
- #5025764
- Ownership
- 25% but less than 50%
Available
Available
Available
NICHOLAS BRANDON POPE
PARTNER, Wealth Advisor
- CRD
- #4468381
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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Derek Drushel
--
- CRD
- #6955821
Available
Available
Available
James Patrick Hidlay
Financial Advisor
- CRD
- #7249985
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,058,277 | $227,509 |
| Non-Discretionary | $18,889,379 | $555,570 |
| Total | $336,947,656 | $235,299 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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