Adviser Profile

As of Date 06/19/2026
Registration SEC, Approved, 05/31/2017
Other registrations (2)
ADV Location NOVI, MI, United States
Contact Info 248 xxxxxxx
Websites
AUM* 1,816,297,187 54%
of that, discretionary 1,816,297,187 54%
Number of Employees 16 33%
of those in investment advisory functions 11 -8%
Private Fund GAV* 0
Avg Account Size 154,447 0%
% High Net Worth 24.88% -26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 778M 519M 259M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908363 Stock NameVANGUARD INDEX FUNDS S&P 500 ETF USD $ Position$160,000,156 % Position11.00% $ Change12.00% # Change17.00%
Stck Ticker921910816 Stock NameVANGUARD MEGA CAP GROWTH INDEX FUND $ Position$86,436,560 % Position6.00% $ Change13.00% # Change27.00%
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS $ Position$65,475,398 % Position5.00% $ Change8.00% # Change20.00%
Stck Ticker921943858 Stock NameVANGUARD DEVELOPED MARKETS INDEX FUND ETF $ Position$66,324,945 % Position5.00% $ Change5.00% # Change2.00%
Stck Ticker46432F842 Stock NameISHARES TRUST CORE MSCI EAFE ETF $ Position$73,446,330 % Position5.00% $ Change14.00% # Change12.00%
Stck Ticker921910840 Stock NameVANGUARD MEGA CAP VALUE INDEX FUND $ Position$63,012,839 % Position4.00% $ Change34.00% # Change31.00%
Stck Ticker922908744 Stock NameVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR $ Position$50,456,738 % Position3.00% $ Change12.00% # Change9.00%
Stck Ticker78468R663 Stock NameSPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF $ Position$36,330,335 % Position3.00% $ Change36.00% # Change36.00%
Stck Ticker46434G103 Stock NameISHARES CORE MSCI EMERGING MARKETS ETF $ Position$36,844,248 % Position3.00% $ Change18.00% # Change14.00%
Stck Ticker46138G508 Stock NameINVESCO EXCH TRADED FD TR II SR LN ETF $ Position$23,910,017 % Position2.00% $ Change19.00% # Change22.00%

Brochure Summary