| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 03/09/1982 |
| ADV Location | TROY, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 482,168,834 68% |
| of that, discretionary | 463,150,060 72% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,913,368 47% |
| % High Net Worth | 57.76% -17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$34,301 | % Position9.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$26,753 | % Position7.00% | $ Change8.00% | # Change0.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$23,045 | % Position6.00% | $ Change292.00% | # Change-3.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$20,805 | % Position5.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$15,381 | % Position4.00% | $ Change181.00% | # Change-4.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$16,673 | % Position4.00% | $ Change-17.00% | # Change7.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$11,394 | % Position3.00% | $ Change20.00% | # Change16.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$12,058 | % Position3.00% | $ Change9.00% | # Change-1.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$10,101 | % Position3.00% | $ Change136.00% | # Change-7.00% |
| Stck Ticker459200101 | Stock NameINTERNATIONAL BUSINESS MACHS | $ Position$8,286 | % Position2.00% | $ Change12.00% | # Change18.00% |