| As of Date | 01/29/2026 |
| Registration | SEC, Approved, 04/27/2018 |
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| ADV Location | KALAMAZOO, MI, United States |
| Contact Info | 269 xxxxxxx |
| AUM* | 329,523,178 27% |
| of that, discretionary | 329,523,178 46% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,037,151 53% |
| % High Net Worth | 97.50% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds