Adviser Profile
| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 06/02/2025 |
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| Former registrations | |
| ADV Location | BLOOMFIELD HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 170,396,650 37% |
| of that, discretionary | 170,396,650 37% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 190,814 127% |
| % High Net Worth | 10.81% -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
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
170M
146M
122M
97M
73M
49M
24M
2025
2026
Private Funds
No private funds