| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 01/02/2013 |
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| ADV Location | BIRMINGHAM, MI, United States |
| Contact Info | (24 xxxxxxx |
| Websites |
| AUM* | 794,693,359 11% |
| of that, discretionary | 794,693,359 112% |
| Number of Employees | 12 |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 271,597 41% |
| % High Net Worth | 1.26% -12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Market timing services
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
No private funds