| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 05/21/2007 |
| ADV Location | ADA, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 297,000,000 14% |
| of that, discretionary | 297,000,000 14% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 162,206 -21% |
| % High Net Worth | 8.82% 2547% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds