| As of Date | 06/10/2026 |
| Registration | SEC, Approved, 09/14/1981 |
| ADV Location | NOVI, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 1,133,614,748 4% |
| of that, discretionary | 1,019,378,294 9% |
| Number of Employees | 10 11% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,245,730 -59% |
| % High Net Worth | 69.63% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management