| Total AUM | $1.10B |
| Discretionary | $1.10B100% of AUM |
| Client Accounts | 1,162 |
| Avg Account Size | $951K |
| Employees | 14 |
| Peak AUM | $1.10BFeb 2026 |
| AUM CAGR | +8.6% /yrover 25 yrs · 36 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +13.7% | +11.9% | +8.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.10B |
| Discretionary | $1.10B |
| Employees | 14 |
| Client Accounts | 1162 |
| Client Range | 251-500 |
Address
4251 CASCADE ROAD S.E.
GRAND RAPIDS MI 49546
Phone
616-235-5260
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.1B
| $1.1B |
| +13.7% |
| +11.9% |
| +8.8% |
| Total Accounts | 1k | 4.9% | +0.4% | +3.5% |
| Avg Account Size | $950,617.448 | +19.5% | +11.4% | +5.1% |
| Employees | 14 | 0.0% | 0.0% | +5.0% |
| AUM / Employee | $79M | +13.7% | +11.9% | +3.5% |
Client AUM Segments | |||||
| Wealth AUM | $598M | +12.3% | +10.2% | +6.9% | |
| Institutional AUM | $506M | +15.3% | +14.1% | +11.2% | |
Client Count Segments | |||||
| HNW Clients | 125 | +1.6% | +18.1% | +12.5% | |
| Institutional | 35 | 2.8% | +1.0% | +3.2% | |
| Individuals | 133 | +3.1% | +2.4% | +3.9% | |