| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 11/15/2018 |
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| ADV Location | HOLLAND, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 252,161,280 33% |
| of that, discretionary | 215,933,901 55% |
| Number of Employees | 11 38% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 737,314 241% |
| % High Net Worth | 16.72% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds