DBA: FINANCIAL FREEDOM HOUSE
| Total AUM | $212.9M |
| Discretionary | $212.9M100% of AUM |
| Client Accounts | 533 |
| Avg Account Size | $399K |
| Employees | 10 |
| Peak AUM | $212.9MMar 2026 |
| AUM CAGR | +9.4% /yrover 18 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $213M | +12.8% | +12.0% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $212.9M |
| Discretionary | $212.9M |
| Employees | 10 |
| Client Accounts | 533 |
| Client Range | 51-100 |
Address
6515 HIGHLAND RD
WATERFORD MI 48327-1668
Phone
248-673-2900
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$213M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$213M
| $213M |
| +12.8% |
| +12.0% |
| +7.6% |
| Total Accounts | 533 | +1.5% | 19.5% | 7.3% |
| Avg Account Size | $399,441.664 | +11.1% | +39.1% | +16.1% |
| Employees | 10 | +11.1% | +7.7% | +2.1% |
| AUM / Employee | $21M | +1.5% | +4.0% | +5.4% |
Client AUM Segments | |||||
| Wealth AUM | $154M | +12.0% | +12.7% | +8.5% | |
| Institutional AUM | $59M | +14.7% | +10.3% | +5.4% | |
Client Count Segments | |||||
| HNW Clients | 473 | 0.8% | 0.6% | +2.5% | |
| Institutional | 10 | 0.0% | 3.1% | 0.0% | |
| Individuals | 50 | +31.6% | +29.5% | +13.1% | |