| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 03/12/2021 |
| ADV Location | TRAVERSE CITY, MI, United States |
| Contact Info | (23 xxxxxxx |
| Websites |
| AUM* | 292,909,441 50% |
| of that, discretionary | 0 |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 869,167 37% |
| % High Net Worth | 27.60% 0% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds