Adviser Profile
| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 09/16/2024 |
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| Former registrations | |
| ADV Location | ROCHESTER, MI, United States |
| Contact Info | (24 xxxxxxx |
| Websites |
| AUM* | 203,645,357 35% |
| of that, discretionary | 195,781,821 36% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 426,036 26% |
| % High Net Worth | 56.74% 58% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
169M
145M
121M
97M
73M
48M
24M
2024
2025
2026
Private Funds
No private funds