| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 05/08/2018 |
|
|
|
| ADV Location | TROY, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 512,510,120 57% |
| of that, discretionary | 469,818,445 44% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 488,570 49% |
| % High Net Worth | 13.94% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds