Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 04/05/2021
ADV Location NOVI, MI, United States
Contact Info 248 xxxxxxx
Websites
AUM* 1,619,839,587 18%
of that, discretionary 1,586,175,268 17%
Number of Employees 17 31%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 532,667 14%
% High Net Worth 38.71% 22%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

2B 1B 1B 906M 680M 453M 227M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary