| As of Date | 05/14/2026 |
| Registration | SEC, Approved, 08/11/2025 |
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| ADV Location | TRAVERSE CITY, MI, United States |
| Contact Info | 231 xxxxxxx |
| Websites |
| AUM* | 136,776,561 |
| of that, discretionary | 136,776,561 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 502,855 |
| % High Net Worth | 45.98% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds