| Total AUM | $657.7M |
| Discretionary | $654.1M99% of AUM |
| Non-Discretionary | $3.6M |
| Client Accounts | 286 |
| Avg Account Size | $2.3M |
| Employees | 1 |
| Peak AUM | $657.7MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $658M | +12.0% | +14.1% | +8.6% | |
| Discretionary AUM | |||||
| Total AUM | $657.7M |
| Discretionary | $654.1M |
| Employees | 1 |
| Client Accounts | 286 |
| Client Range | 51-100 |
Address
801 W BIG BEAVER ROAD
TROY MI 48084
Phone
(855) 927-2679
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$654M
99.4% of AUM
Non-Discretionary
$4M
0.6% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$658M
| $654M |
| +12.0% |
| +14.1% |
| +8.7% |
| Non-Disc. AUM | $4M | +9.7% | +13.2% | +2.2% |
| Total Accounts | 286 | +1.1% | +2.4% | +2.7% |
| Avg Account Size | $2M | +10.8% | +11.3% | +5.7% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $658M | +12.0% | +14.1% | +8.6% |
Client AUM Segments | |||||
| Wealth AUM | $658M | +12.0% | +14.1% | +8.6% | |
Client Count Segments | |||||
| Individuals | 66 | 0.0% | +2.7% | +2.3% | |