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CRD 125389
GRAND RAPIDS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL DAVID DESMYTER | n/a | GRAND RAPIDS, MI | 16 | 16 | n/a | no |
| JACK NICKLAUS TUNGE | Certified Financial Planner | GRAND RAPIDS, MI | 12 | 12 | n/a | no |
| MARK RICHARD SATKOSKI | Certified Financial Planner | GRAND RAPIDS, MI | 11 | 20 | 1 | no |
| SHANE MICHAEL MYAS | n/a | GRAND RAPIDS, MI | 3 | 10 | 5 | no |
| Olivia Morris | n/a | GRAND RAPIDS, MI | 2 | 12 | n/a | no |
| Kristen Seeley Schukow | n/a | GRAND RAPIDS, MI | 1 | 11 | 1 | no |
| Bradley Thomas | Certified Financial Planner | GRAND RAPIDS, MI | 1 | 13 | 4 | no |
| Joshua A Westers | n/a | GRAND RAPIDS, MI | 1 | 12 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DESMYTER, MICHAEL, DAVID | MEMBER, MANAGER | C | yes | 01/2014 | May 15, 2026 | May 15, 2026 |
| SATKOSKI, MARK, RICHARD | Member | C | yes | 01/2019 | May 15, 2026 | May 15, 2026 |
| TUNGE, JACK, NICKLAUS | Member | C | yes | 01/2019 | May 15, 2026 | May 15, 2026 |
| GIETZEN, JEFFREY, A | Member | Na | no | 01/2003 | May 15, 2026 | May 15, 2026 |
| SWAIN, HENRY, GRINNELL | Member | Na | no | 01/2003 | May 15, 2026 | May 15, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $1.4B | $1.1B | 11 | 8 | 0 | n/a | n/a |
| 2024 | Mar 18, 2025 | $1.1B | $925M | 9 | 7 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $947M | $779M | 8 | 7 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $767M | $631M | 8 | 7 | 0 | n/a | n/a |
| 2021 | Mar 8, 2022 | $760M | $604M | 8 | 7 | 0 | n/a | n/a |
| 2020 | Mar 12, 2021 | $568M | $441M | 7 | 6 | 0 | n/a | n/a |
| 2019 | Mar 26, 2020 | $482M | $382M | 6 | 5 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $363M | $330M | 7 | 6 | 0 | n/a | n/a |
| 2017 | Mar 15, 2018 | $313M | $281M | 6 | 5 | 0 | n/a | n/a |
| 2016 | Mar 20, 2017 | $245M | $218M | 6 | 5 | n/a | n/a | n/a |
| 2015 | Mar 15, 2016 | $213M | $191M | 6 | 5 | n/a | n/a | n/a |
| 2014 | Mar 18, 2015 | $205M | $182M | 6 | 5 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $62.7M | $62.7M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.4B | $1.1B | 20.5% | $767M | 20.9% | 11 | 9 | 0 | 0 |