Tricoast Advisors, LLC

Grand Rapids, MI

Alabama

Registered In

02/23/2011

Incorp. Date

Foreign

Registration Type

Michigan

Foreign Jurisdiction

Company Summary

Tricoast Advisors, LLC in Grand Rapids, MI was registered on 02/23/2011. It is listed at 140 Monroe Center ST NW STE 200, Grand Rapids, Mi 49503.

Overview

Registered In

Alabama

Incorporation Date

02/23/2011

Company Type

Foreign Limited Liability Company

Status

Exists

Registration Type

Foreign

Foreign Jurisdiction

Michigan

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Business Filings Incorporated Registered Agent

2 N JACKSON ST STE 605, MONTGOMERY, AL 36104

Map & Locations

140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503 View Map
PO BOX 510187, NEW BERLIN, WI 53151 (Mailing) View Map

Financials

Financial Information for Tricoast Advisors, LLC

Form 5500

TRICOAST ADVISORS, LLC

50 Louis Street NW Suite 510, Grand Rapids, Mi 49503 (898) 330-7943 EIN:27-5095730 Plan Admin:Nathan Steffen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTRICOAST ADVISORS, LLC 401(K) PLAN Plan #003 Participants BOY/EOY31 / 33 Assets BOY/EOY$4,111,206 / $5,009,653	2023	TRICOAST ADVISORS, LLC 401(K) PLAN - Plan #003	31 / 33	$4,111,206 / $5,009,653
2022	Plan NameTRICOAST ADVISORS, LLC 401(K) PLAN Plan #003 Participants BOY/EOY35 / 31 Assets BOY/EOY$5,398,901 / $4,111,206	2022	TRICOAST ADVISORS, LLC 401(K) PLAN - Plan #003	35 / 31	$5,398,901 / $4,111,206

Benefit & Retirement Plans based on Form 5500.

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Address Match:140 Monroe Center St Nw Grand Rapids, MI

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Sources

The following government agencies have contributed data:

• Alabama Secretary of State • U.S. Department of Labor