| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 02/11/2021 |
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| ADV Location | JENISON, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 472,452,040 36% |
| of that, discretionary | 470,050,793 35% |
| Number of Employees | 12 20% |
| of those in investment advisory functions | 10 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 228,348 17% |
| % High Net Worth | 9.65% 37% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds