Adviser Profile

As of Date 01/19/2026
Registration SEC, Approved, 08/29/2000
ADV Location LIVONIA, MI, United States
Contact Info 734 xxxxxxx
Websites
AUM* 185,155,914 16%
of that, discretionary 185,155,914 16%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 853,253 13%
% High Net Worth 49.30% 5%
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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

185M 159M 132M 106M 79M 53M 26M
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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