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Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja (Kalamazoo)


Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja is a large advisory firm based in Kalamazoo. It manages $680.22 million of regulatory assets for 366 client accounts. It has been registered with the SEC as an adviser since 2001.

Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja: assets under management

The assets under management (AUM) of Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja is $680.22 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $680.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.86 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja 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.

Based in Kalamazoo

The principal office where Hilboldt, James Sonnemann; Westin, James Clinton; And Melvin, Ja performs its advisory services is located at 136 E Michigan Ave Suite 1201, Kalamazoo, MI 49007 3936, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-382-5800 or by fax 616-382-0079. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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