| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/01/2014 |
| ADV Location | WEST BLOOMFIELD, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 20,083,665 -5% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,825,788 21% |
| % High Net Worth | 36.36% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Commissions
No private funds