| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 07/15/2005 |
| ADV Location | TROY, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 311,566,992 38% |
| of that, discretionary | 251,602,698 33% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,666,134 29% |
| % High Net Worth | 88.16% 27% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds