| As of Date | 08/04/2026 |
| Registration | SEC, Approved, 01/20/2022 |
| ADV Location | NOVI, MI, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 10,170,000 -8% |
| of that, discretionary | 10,170,000 -8% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,085,000 -8% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds