| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 12/15/2025 |
| ADV Location | BLOOMFIELD HILLS, MI, United States |
| Contact Info | (24 xxxxxxx |
| AUM* | 1,884,181,810 |
| of that, discretionary | 1,884,181,810 |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,052,486 |
| % High Net Worth | 25.63% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds