| As of Date | 05/08/2026 |
| Registration | SEC, Approved, 11/27/2023 |
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| ADV Location | TROY, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 229,498,747 53% |
| of that, discretionary | 228,544,261 52% |
| Number of Employees | 13 -13% |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 194,326 16% |
| % High Net Worth | 3.30% 41% |
| SMA’s | No |
| 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE & MORAN, PLLC | Filing Date11/05/2025 | Form ADV-E View Report |