| As of Date | 04/08/2026 |
| Registration | SEC, Approved, 10/10/1973 |
| ADV Location | NORTHVILLE, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 2,170,659,010 28% |
| of that, discretionary | 2,170,659,010 28% |
| Number of Employees | 20 11% |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 765,125 18% |
| % High Net Worth | 66.32% 9% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date01/05/2026 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date08/20/2024 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date10/23/2023 | Form ADV-E View Report |