| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 05/23/2014 |
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| ADV Location | SWARTZ CREEK, MI, United States |
| Contact Info | 810 xxxxxxx |
| Websites |
| AUM* | 299,520,495 12% |
| of that, discretionary | 299,520,495 12% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,286 4% |
| % High Net Worth | 10.47% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KEITER CPA | Filing Date12/23/2025 | Form ADV-E View Report |