| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 01/21/2025 |
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| ADV Location | NILES, MI, United States |
| Contact Info | 269 xxxxxxx |
| AUM* | 712,519,372 6% |
| of that, discretionary | 712,519,372 6% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,129,843 -20% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds