| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 03/04/2015 |
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| ADV Location | TRENTON, MI, United States |
| Contact Info | 734 xxxxxxx |
| Websites |
| AUM* | 276,643,936 22% |
| of that, discretionary | 276,643,936 22% |
| Number of Employees | 11 267% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 360,683 36% |
| % High Net Worth | 19.03% 65% |
| 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
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds