| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 05/05/1993 |
| ADV Location | BLOOMFIELD HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 281,313,485 24% |
| of that, discretionary | 270,796,441 20% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 529,781 8% |
| % High Net Worth | 28.95% -19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$23,129,362 | % Position10.00% | $ Change1.00% | # Change-18.00% |
| Stck Ticker46138J429 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$16,252,102 | % Position7.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$14,811,132 | % Position6.00% | $ Change-10.00% | # Change-11.00% |
| Stck Ticker808524300 | Stock NameSCHWAB STRATEGIC TR | $ Position$11,346,518 | % Position5.00% | $ Change-2.00% | # Change-15.00% |
| Stck Ticker46138J577 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$10,832,513 | % Position5.00% | $ Change-19.00% | # Change-19.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$11,975,633 | % Position5.00% | $ Change-1.00% | # Change-13.00% |
| Stck Ticker032654105 | Stock NameANALOG DEVICES INC | $ Position$11,272,479 | % Position5.00% | $ Change8.00% | # Change-13.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$12,018,771 | % Position5.00% | $ Change4.00% | # Change-9.00% |
| Stck Ticker46138J460 | Stock NameINVESCO EXCH TRD SLF IDX FD | $ Position$8,795,352 | % Position4.00% | $ Change15.00% | # Change16.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$9,176,628 | % Position4.00% | $ Change-1.00% | # Change-12.00% |