| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 11/21/2025 |
|
|
|
| ADV Location | ROYAL OAK, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 210,062,660 |
| of that, discretionary | 210,062,660 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 480,693 |
| % High Net Worth | 28.04% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds