| As of Date | 03/26/2026 |
| Registration | SEC, 120-Day Approval, 07/18/2025 |
| ADV Location | SOUTHFIELD, MI, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Educational seminars/workshops
- Subscription fees (for a newsletter or periodical)
No private funds