Adviser Profile
| As of Date | 08/21/2026 |
| Registration | Michigan, Approved, 10/31/2017 |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 57,199,404 12% |
| of that, discretionary | 57,199,404 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 126,268 23% |
| % High Net Worth | 17.11% 58% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds