Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 11/21/1997
ADV Location LIVONIA, MI, United States
Contact Info 734 xxxxxxx
Websites
AUM* 532,280,488 31%
of that, discretionary 518,403,585 28%
Number of Employees 7 17%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
Avg Account Size 478,239 26%
% High Net Worth 30.14% -14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

518M 444M 370M 296M 222M 148M 74M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBerkshire Hathaway Inc $ Position$33,892 % Position7.00% $ Change4.00% # Change0.00%
Stck Ticker02079K305 Stock NameAlphabet Inc $ Position$28,240 % Position6.00% $ Change22.00% # Change-2.00%
Stck Ticker808524771 Stock NameSchwab Fundamental U.S. Large $ Position$19,212 % Position4.00% $ Change14.00% # Change2.00%
Stck Ticker381430107 Stock NameGoldman Sachs ActiveBeta Inter $ Position$16,888 % Position4.00% $ Change6.00% # Change0.00%
Stck Ticker92189F486 Stock NameVanEck Vectors Investment Grade Floating Rate ETF $ Position$14,732 % Position3.00% $ Change4.00% # Change4.00%
Stck Ticker46429B697 Stock NameiShares Edge MSCI Min Vol USA $ Position$12,519 % Position3.00% $ Change4.00% # Change0.00%
Stck Ticker92189F106 Stock NameVanEck Vectors Gold Miners ETF $ Position$12,163 % Position3.00% $ Change-14.00% # Change4.00%
Stck Ticker464287606 Stock NameIshares S&P Midcap Growth $ Position$11,905 % Position3.00% $ Change17.00% # Change0.00%
Stck Ticker47103U845 Stock NameJanus Henderson AAA CLO ETF $ Position$11,894 % Position3.00% $ Change7.00% # Change7.00%
Stck Ticker808524854 Stock NameSchwab Intermediate Treasury $ Position$11,694 % Position2.00% $ Change2.00% # Change3.00%

Brochure Summary