| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 07/31/2020 |
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| ADV Location | BLOOMFIELD HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 684,018,783 22% |
| of that, discretionary | 683,921,478 23% |
| Number of Employees | 11 -15% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 349,524 33% |
| % High Net Worth | 58.02% 58% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$12,863,616 | % Position9.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$5,434,260 | % Position4.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$5,843,051 | % Position4.00% | $ Change22.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$5,481,049 | % Position4.00% | $ Change50.00% | # Change0.00% |
| Stck Ticker78467X109 | Stock NameSTATE STR SPDR DOW JONES IND | $ Position$4,724,056 | % Position3.00% | $ Change9.00% | # Change-3.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$4,012,310 | % Position3.00% | $ Change238.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$4,782,856 | % Position3.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$4,744,384 | % Position3.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker931142103 | Stock NameWALMART INC | $ Position$5,025,232 | % Position3.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$3,547,280 | % Position2.00% | $ Change12.00% | # Change1.00% |