Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 05/09/2014
ADV Location KALAMAZOO, MI, United States
Contact Info 269 xxxxxxx
Websites
AUM* 346,435,000 22%
of that, discretionary 346,435,000 22%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 3,331,106 27%
% High Net Worth 97.14% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

346M 297M 247M 198M 148M 99M 49M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name UHY LLP Filing Date03/31/2025 Form ADV-E View Report
Accounting Firm Name UHY LLP Filing Date04/30/2024 Form ADV-E View Report
Accounting Firm Name UHY ADVISORS, INC. Filing Date05/08/2023 Form ADV-E View Report

Brochure Summary