| Total AUM | $272.2M |
| Discretionary | $270.3M99% of AUM |
| Non-Discretionary | $1.9M |
| Client Accounts | 2,076 |
| Avg Account Size | $131K |
| Employees | 7 |
| Peak AUM | $449.9MMar 2020 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $272M | 7.8% | 1.6% | 8.4% | |
| Discretionary AUM | $270M | ||||
| Total AUM | $272.2M |
| Discretionary | $270.3M |
| Employees | 7 |
| Client Accounts | 2076 |
| Client Range | 0 |
Address
1700 WOODLANDS DR
MAUMEE OH 43537
Phone
419-794-0538
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$270M
99.3% of AUM
Non-Discretionary
$2M
0.7% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
| +10.5% /yrover 16 yrs · 56 filings |
Total AUM
$272M
| 7.0% |
| 1.5% |
| 8.5% |
| Non-Disc. AUM | $2M | 59.6% | 15.2% | — |
| Total Accounts | 2k | 21.7% | 13.1% | 9.9% |
| Avg Account Size | $131,134.377 | +17.7% | +13.3% | +1.7% |
| Employees | 7 | 0.0% | 0.0% | 10.1% |
| AUM / Employee | $39M | 7.8% | 1.6% | +1.9% |
Client AUM Segments | |||||
| Wealth AUM | $246M | 11.1% | 3.5% | 10.0% | |
| Institutional AUM | $7M | 22.7% | 13.1% | — | |
| Fund / Pooled AUM | $625,191 | 5.8% | +22.3% | 34.5% | |
| Other AUM | $19M | +112.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 617 | 15.5% | 13.6% | 16.6% | |
| Institutional | 17 | 26.1% | 11.8% | — | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 12.8% | |
| Individuals | 45 | 10.0% | 3.4% | +5.7% | |