| As of Date | 01/19/2026 |
| Registration | SEC, Approved, 08/29/2000 |
| ADV Location | LIVONIA, MI, United States |
| Contact Info | 734 xxxxxxx |
| Websites |
| AUM* | 185,155,914 16% |
| of that, discretionary | 185,155,914 16% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 853,253 13% |
| % High Net Worth | 49.30% 5% |
| 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
No private funds