| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 10/28/2024 |
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| ADV Location | BINGHAM FARMS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 1,484,197,565 |
| of that, discretionary | 1,484,197,565 100% |
| Number of Employees | 31 48% |
| of those in investment advisory functions | 19 138% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,258,861 |
| % High Net Worth | 68.84% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$67,465,770 | % Position6.00% | $ Change28.00% | # Change3.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$58,888,537 | % Position5.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$50,577,346 | % Position4.00% | $ Change23.00% | # Change7.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$47,050,223 | % Position4.00% | $ Change18.00% | # Change3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$36,733,930 | % Position3.00% | $ Change2.00% | # Change1.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$30,938,556 | % Position3.00% | $ Change70.00% | # Change70.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$34,577,282 | % Position3.00% | $ Change0.00% | # Change2.00% |
| Stck Ticker46654Q559 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$21,623,552 | % Position2.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$20,103,127 | % Position2.00% | $ Change116.00% | # Change2.00% |
| Stck Ticker22788C105 | Stock NameCROWDSTRIKE HLDGS INC | $ Position$23,967,938 | % Position2.00% | $ Change106.00% | # Change5.00% |