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Issa Ahmad D (Kalamazoo)


Issa Ahmad D is an adviser based in Kalamazoo. It manages $71.37 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Issa Ahmad D provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Issa Ahmad D: assets under management

The assets under management (AUM) of Issa Ahmad D is $71.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 118% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $71.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Issa Ahmad D for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Kalamazoo

The principal office where Issa Ahmad D performs its advisory services is located at 2442 North 9 Th St, Kalamazoo, MI 49009 The mailing address of the firm is P.O. Box 347, Oshtemo, MI 49077 0347. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 269-375-9727 or by fax 269-375-9727. The normal business hours are by appointment on Monday - Friday.


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