| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 12/02/2013 |
| ADV Location | TROY, MI, United States |
| Contact Info | (85 xxxxxxx |
| Websites |
| AUM* | 657,749,792 28% |
| of that, discretionary | 654,129,682 28% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,299,824 26% |
| % High Net Worth | 98.51% 0% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds