Tricoast Advisors, LLC

Grand Rapids, MI

California

Registered In

07/19/2012

Incorp. Date

Foreign

Registration Type

Michigan

Foreign Jurisdiction

Company Summary

Tricoast Advisors, LLC at 50 Louis ST STE 510, Grand Rapids, Mi 49503 lists Cole Barnett and John Rogers of Grand Rapids, MI as associates.

Overview

Registered In

California

Incorporation Date

07/19/2012

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Michigan

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People

Business Filings Incorporated Registered 1505 Agent	330 N BRAND BLVD STE 700, GLENDALE, CA 91203 (View Past Addresses)
Cole Barnett Manager	140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
John Rogers Manager	140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
Jacob Schrock Manager	140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
Eric Krieger Manager	140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
Nathan Steffen Manager	140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503

Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.

Map & Locations

50 LOUIS ST STE 510, GRAND RAPIDS, MI 49503 View Map

Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

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.

Linked Companies

Address Match:50 Louis St Ste 510 Grand Rapids, MI

Hni Risk Services of Michigan, LLC Registered in Oregon	Salem, OR Grand Rapids, MI (1 more)	View Report
Tri Coast Advisors, LLC Registered in Massachusetts	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in North Dakota	Bismarck, ND Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Mississippi	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Oklahoma	Oklahoma City, OK Grand Rapids, MI	View Report

Address Match:50 Louis St Grand Rapids, MI

Usa Advanced Planners, Inc. Registered in Ohio	Columbus, OH Grand Rapids, MI	View Report
Adamy Valuation Advisors, Inc. Registered in Florida	Grand Rapids, MI Tallahassee, FL	View Report
Tricoast Advisors, LLC Registered in Pennsylvania	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Washington	Grand Rapids, MI New Berlin, WI	View Report
Tricoast Advisor LLC Registered in Minnesota	Grand Rapids, MI Paul, MN	View Report
Nm Kansas LLC Registered in Kansas	Grand Rapids, MI Topeka, KS	View Report
Usa Advanced Planners, Inc. Registered in New Hampshire	Concord, NH Grand Rapids, MI	View Report
Adamy Valuation Advisors, Inc. Registered in Ohio	Grand Rapids, MI North Canton, OH	View Report
Usa Advanced Planners, Inc. Registered in Utah	Grand Rapids, MI Midvale, UT	View Report
Hamilton Pool Development LLC Registered in Texas	Dallas, TX Grand Rapids, MI	View Report
Usa Financial Management Services LLC Registered in Texas	Austin, TX Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Vermont	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Florida	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Massachusetts	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in North Dakota	Bismarck, ND Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Oklahoma	Grand Rapids, MI Oklahoma City, OK	View Report
Usa Advanced Planners, Inc Registered in California	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Montana	Grand Rapids, MI	View Report

Related Business Names:

Tricoast Advisors, LLC Registered in New Jersey		View Report
Tricoast Advisors, LLC Registered in Michigan	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in West Virginia	Charleston, WV Grand Rapids, MI (1 more)	View Report
Tricoast Advisors, LLC Registered in New York	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Ohio	Columbus, OH New Berlin, WI	View Report
Tricoast Advisors, LLC Registered in Florida	Plantation, FL Grand Rapids, MI (1 more)	View Report
Tricoast Advisors, LLC Registered in Connecticut	Grand Rapids, MI New Berlin, WI	View Report
Tricoast Advisors, LLC Registered in Nevada	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Vermont	Grand Rapids, MI New Berlin, WI	View Report
Tricoast Advisors, LLC Registered in Missouri	Blue Springs, MO	View Report
Tricoast Advisors, LLC Registered in North Carolina	Raleigh, NC Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Alabama	Grand Rapids, MI Montgomery, AL (1 more)	View Report
Tricoast Advisors, LLC Registered in Connecticut	Connecticut	View Report
Tricoast Advisors, LLC Registered in Colorado	Centennial, CO Grand Rapids, MI (2 more)	View Report

Person/City Match:John Rogers - Grand Rapids, MI

Hni Risk Services of Michigan, LLC Registered in Arizona	Grand Rapida, MI Grand Rapids, MI (1 more)		View Report
Universal Insurance Services, Inc. Registered in Texas	Grand Rapids, MI Shelbyville, MI		View Report

Person/City Match:Jacob Schrock - Grand Rapids, MI

Hni Michigan Building, LLC Registered in Michigan	Grand Rapids, MI		View Report

Person/City Match:Nathan Steffen - Grand Rapids, MI

Apostolic Christian Church of Alto, Michigan Registered in Michigan	Lowell, MI		View Report
Vision Point, LLC Registered in Michigan	Grand Rapids, MI		View Report

View More in Grand Rapids, MI

Sources

The following government agencies have contributed data:

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