| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 11/23/2012 |
| ADV Location | GROSSE POINTE FARMS, MI, United States |
| Contact Info | 313 xxxxxxx |
| Websites |
| AUM* | 1,539,404,905 25% |
| of that, discretionary | 1,066,361,813 4% |
| Number of Employees | 10 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,242,561 -17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- State or municipal government entities
- Corporations or other businesses not listed above
- Other
- Portfolio management for investment companies
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds