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DS INVESTMENT ADVISORS

GRAND RAPIDS, MI · CRD 319351 · IAPD ↗ · dsinvestmentadvisors.com · 6168400284

$386.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — DS INVESTMENT ADVISORS reported RAUM up 28% ($270.0M -> $346.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.