| Total AUM | $175.4M |
| Discretionary | $175.4M100% of AUM |
| Client Accounts | 110 |
| Avg Account Size | $1.6M |
| Employees | 4 |
| Peak AUM | $191.0MMar 2022 |
| AUM CAGR | +6.8% /yrover 25 yrs · 49 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $175M | +7.8% | +5.3% | +0.7% | |
| Discretionary AUM | |||||
| Total AUM | $175.4M |
| Discretionary | $175.4M |
| Employees | 4 |
| Client Accounts | 110 |
| Client Range | 1-10 |
Address
3435 N HOLLAND SYLVANIA RD
TOLEDO OH 43615
Phone
419-536-5200
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$175M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$175M
| $175M |
| +7.8% |
| +5.3% |
| +0.7% |
| Total Accounts | 110 | 30.8% | +1.2% | +0.9% |
| Avg Account Size | $2M | +55.9% | +4.0% | 0.2% |
| Employees | 4 | +33.3% | +26.0% | 4.4% |
| AUM / Employee | $44M | 19.1% | 16.4% | +5.3% |
Client AUM Segments | |||||
| Wealth AUM | $159M | +16.0% | +7.4% | +0.4% | |
| Institutional AUM | $12M | 43.8% | 12.2% | 1.8% | |
| Fund / Pooled AUM | $5M | +1.3% | +1.8% | — | |
Client Count Segments | |||||
| HNW Clients | 36 | +125.0% | +31.0% | +22.6% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | — | |
| Individuals | 63 | 51.5% | 6.5% | 6.0% | |