Trustee · West Michigan Advisors
Ken Filippini
CRD 7886782 · Named on Form ADV at 2 SEC-registered advisers
At a glance
West Michigan Advisors, an SEC-registered wealth manager based in Holland, MI with $781 million in regulatory assets, lists Ken Filippini on its Form ADV as Trustee, a control person. The SEC filings also name Ken at 1 other registered adviser.
Firms and roles
- West Michigan AdvisorsTrusteeWealth manager · Holland, MI · $781M in regulatory assets
- Tamarisk Capital ManagementTrusteeAsset manager · Holland, MI · $0M in regulatory assets
AtlasMembers
Ken’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kevin H. ClarkSenior Partner, West Michigan Advisors
- Stephanie L. SmithClient Operations Specialist, West Michigan Advisors
- Aaron M. ClarkMember/ceo/managing Partner, West Michigan Advisors
- Thomas S. BoschMember/partner, West Michigan Advisors
- Lonny S. ElfenbeinChief Compliance Officer, West Michigan Advisors
1 more person named with Ken on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ken’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.