| Total AUM | $4.98B |
| Discretionary | $4.90B98% of AUM |
| Non-Discretionary | $76.2M |
| Client Accounts | 14,835 |
| Avg Account Size | $336K |
| Employees | 62 |
| Peak AUM | $4.98BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.0B | +10.6% | +11.7% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $4.98B |
| Discretionary | $4.90B |
| Employees | 62 |
| Client Accounts | 14835 |
| Client Range | More than 500 |
Address
ONE TOWNE SQUARE
SOUTHFIELD MI 48076
Phone
248-350-8543
Filing History
71 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.9B
98.5% of AUM
Non-Discretionary
$76M
1.5% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +8.2% /yrover 25 yrs · 71 filings |
Total AUM
$5.0B
| $4.9B |
| +10.5% |
| +11.6% |
| +7.5% |
| Non-Disc. AUM | $76M | +13.1% | +23.1% | +12.5% |
| Total Accounts | 15k | +3.3% | +2.7% | +5.6% |
| Avg Account Size | $335,749.286 | +7.1% | +8.8% | +1.9% |
| Employees | 62 | +10.7% | +4.7% | +4.4% |
| AUM / Employee | $80M | 0.1% | +6.7% | +3.1% |
Client AUM Segments | |||||
| Wealth AUM | $4.9B | +12.5% | +12.2% | +7.8% | |
| Institutional AUM | $75M | 47.2% | 8.5% | 2.7% | |
| Other AUM | $30,927 | +18.1% | — | 57.2% | |
Client Count Segments | |||||
| HNW Clients | 6k | +3.8% | 0.3% | +2.5% | |
| Institutional | 76 | +11.8% | +5.3% | +10.1% | |
| Individuals | 2k | +20.8% | +17.7% | +9.8% | |