| As of Date | 11/03/2026 |
| Registration | SEC, Approved, 03/26/2026 |
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| Former registrations | |
| ADV Location | STERLING HEIGHTS, MI, United States |
| Contact Info | 248 xxxxxxx |
| AUM* | 912,053,519 |
| of that, discretionary | 386,094,621 |
| Number of Employees | 12 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,661,300 |
| % High Net Worth | 18.21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
No private funds