| Total AUM | $1.06B |
| Discretionary | $999.3M94% of AUM |
| Non-Discretionary | $65.2M |
| Client Accounts | 2,533 |
| Avg Account Size | $420K |
| Employees | 27 |
| Peak AUM | $1.06BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +22.1% | +17.9% | +14.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.06B |
| Discretionary | $999.3M |
| Employees | 27 |
| Client Accounts | 2533 |
| Client Range | 251-500 |
Address
2150 BUTTERFIELD DRIVE
TROY MI 48084
Phone
248-458-1100
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$999M
93.9% of AUM
Non-Discretionary
$65M
6.1% of AUM
Disc. mix ▼ 1.8pp vs 1 year ago
Custody
Total AUM
$1.1B
| $999M |
| +19.8% |
| +17.1% |
| +14.2% |
| Non-Disc. AUM | $65M | +74.9% | +33.8% | +20.9% |
| Total Accounts | 3k | 0.6% | +3.4% | +6.2% |
| Avg Account Size | $420,256.483 | +22.9% | +14.0% | +7.8% |
| Employees | 27 | +17.4% | +8.5% | +12.5% |
| AUM / Employee | $39M | +4.0% | +8.6% | +1.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.0B | +21.4% | +17.3% | +14.2% | |
| Institutional AUM | $37M | +46.5% | +37.5% | +28.5% | |
Client Count Segments | |||||
| HNW Clients | 114 | 8.1% | +2.1% | 3.6% | |
| Institutional | 46 | +17.9% | — | — | |
| Individuals | 244 | +11.4% | +4.5% | +11.6% | |