| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 04/02/2025 |
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| ADV Location | ADA, MI, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 857,939,726 28% |
| of that, discretionary | 781,161,688 17% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,299,768 -19% |
| % High Net Worth | 86.87% -1% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds