People Moves
LPL Financial Adds Newly-Launched Advisory Firm To Its RIA Custodial Platform
StreamSong Advisors, a new independent firm, has joined LPL Financial's RIA custodial platform.
StreamSong Advisors, a new independent firm, has joined LPL Financial's RIA custodial platform.
Based in Grand Rapids, MI, StreamSong – with another office in the Detroit Metropolitan area - has over $1.2 billion in assets under management as of December 31, 2013.
StreamSong comprises two financial advisors, a client portfolio manager and a specialist in financial, tax, business succession and estate planning, as well as two support personnel.
The firm targets clients with $500,000 in investable assets and above, but typically serves high net worth family accounts. Going forward it plans to offer advisory strategies for private clients and ultra high net worth households seeking multi-family office support.
