Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 12/08/1992
ADV Location BIRMINGHAM, MI, United States
Contact Info 248 xxxxxxx
Websites
AUM* 849,467,215 40%
of that, discretionary 765,972,833 44%
Number of Employees 4
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 1,975,505 22%
% High Net Worth 71.59% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

766M 657M 547M 438M 328M 219M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary