Activa Asset Management, LLC (Grand Rapids)

Activa Asset Management, LLC is a large advisory firm based in Grand Rapids. It manages $82.32 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Activa Asset Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Activa Asset Management: assets under management

The assets under management (AUM) of Activa Asset Management, LLC is $82.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $82.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.58 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Activa Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Activa Asset Management, LLC

Allan Dean Engel has been acting as President since 1 May 1999. Llc G2 Capital joined the executive team most recently as the Member/Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allan Dean Engel	President	1 May 1999	Other	862671
Kathleen Basile Vogelsang	Assistant secretary & assistant treasurer	1 May 1999	Other	2934528
Llc Activa Management Services	Member	1 May 1999	75% - 100%	38-3381894
Julia Dutton Smith	Assistant secretary & assistant treasurer	1 Dec 2003	Other	1443060
Julia Dutton Smith	Assistant secretary & assistant treasurer	1 Mar 2004	Other	1443060
Allan Dean Engel	Chief compliance officer	1 Sep 2004	Other	862671
Llc G2 Capital	Member/manager	1 Jan 2009	50% - 75%	38-3431018
Llc Jva Enterprises Holdings	Member/manager	1 Jan 2009	50% - 75%	37-1449431

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jay Vanandel	Member	1 May 1999	50% - 75%	1480669
Betty Jean Vanandel	Member	1 May 1999	50% - 75%	1480675
Daniel George Devos	Member	1 May 1999	25% - 50%	3253613
Suzanne Cheryl Vanderweide	Member	1 May 1999	25% - 50%	3253608
Richard Marvin Jr Devos	Member	1 May 1999	25% - 50%	3253604
Douglas Lee Devos	Member	1 May 1999	25% - 50%	3253615
Llc G2 Capital	Member	1 May 1999	50% - 75%	38-3431018
Jva Enterprises Limited Partnership	Member	1 May 1999	50% - 75%	38-3257535
Jay Van Andel Trust U/A/D 8/28/78	Member	1 Nov 2002	75% - 100%	38-6408901
Llc Jva Enterprises Holdings	Member	1 Jan 2003	50% - 75%	37-1449431
Llc Jva Enterprises Holdings	Member	1 Mar 2004	50% - 75%	37-1449431
Jay Van Andel Trust U/A/D 8/28/78	Member	1 Mar 2004	75% - 100%	38-6408901
Jay Vanandel	Member	1 Mar 2004	75% - 100%	1480669
David L. Van Andel	Trustee	1 Dec 2004	75% - 100%	xxx-xx-xxxx
David L. Trustee Van Andel	Member	1 Dec 2004	75% - 100%	xxx-xx-xxxx

Based in Grand Rapids

The principal office where Activa Asset Management, LLC performs its advisory services is located at 2905 Lucerne Se, Grand Rapids, MI 49546, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 616-588-5380 or by fax 616-588-5381. The normal business hours are 8:30am to 5:00pm on Monday - Friday.