Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 04/27/2018
Other registrations (4)
ADV Location KALAMAZOO, MI, United States
Contact Info 269 xxxxxxx
AUM* 329,523,178 27%
of that, discretionary 329,523,178 46%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 8,037,151 53%
% High Net Worth 97.50% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

330M 282M 235M 188M 141M 94M 47M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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