Adviser Profile
| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 05/30/2025 |
|
|
|
| Former registrations | |
| ADV Location | TROY, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 135,341,018 8% |
| of that, discretionary | 113,134,536 8% |
| Number of Employees | 5 -29% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 239,118 5% |
| % High Net Worth | 23.40% 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
113M
97M
81M
65M
48M
32M
16M
2025
2026
Private Funds
No private funds