| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 11/05/2009 |
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| ADV Location | TROY, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 161,889,433 9% |
| of that, discretionary | 161,095,240 14% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,226,435 31% |
| % High Net Worth | 73.91% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds