| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 03/16/1990 |
| ADV Location | PORTAGE, MI, United States |
| Contact Info | 269 xxxxxxx |
| AUM* | 560,663,000 12% |
| of that, discretionary | 560,663,000 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 478,790 19% |
| % High Net Worth | 38.89% 22% |
| SMA’s | Yes |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds