| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/06/2020 |
| ADV Location | DETROIT, MI, United States |
| Contact Info | 313 xxxxxxx |
| Websites |
| AUM* | 295,247,038 48% |
| of that, discretionary | 295,247,038 48% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 98,415,679 -51% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds