| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 05/22/1995 |
| ADV Location | FARMINGTON HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 1,618,374,513 24% |
| of that, discretionary | 1,618,374,513 24% |
| Number of Employees | 21 |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,387,971 25% |
| % High Net Worth | 44.51% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name TAMA, BUDAJ & RAAB, PC | Filing Date10/30/2024 | Form ADV-E View Report |
| Accounting Firm Name TAMA, BUDAUJ & RAAB | Filing Date04/18/2024 | Form ADV-E View Report |