| Total AUM | $119.9M |
| Discretionary | $119.9M100% of AUM |
| Client Accounts | 223 |
| Avg Account Size | $538K |
| Employees | 2 |
| Peak AUM | $345.9MMar 2019 |
Total AUM
$120M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $120M | +0.7% | +1.8% | 4.2% | |
| Discretionary AUM | $120M | ||||
| Total AUM | $119.9M |
| Discretionary | $119.9M |
| Employees | 2 |
| Client Accounts | 223 |
| Client Range | 1-10 |
Address
12935 SW BAYSHORE DR
TRAVERSE CITY MI 49684
Phone
231-933-4677
Filing History
53 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$120M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +0.7% |
| +1.8% |
| 3.7% |
| Total Accounts | 223 | 27.8% | 10.1% | 10.3% |
| Avg Account Size | $537,811.112 | +39.5% | +13.2% | +6.8% |
| Employees | 2 | 0.0% | 12.6% | 19.7% |
| AUM / Employee | $60M | +0.7% | +16.5% | +19.4% |
Client AUM Segments | |||||
| Wealth AUM | $114M | +0.0% | +1.8% | +1.4% | |
| Institutional AUM | $6M | +15.9% | +3.5% | +12.1% | |
Client Count Segments | |||||
| HNW Clients | 102 | 0.0% | +5.9% | +41.5% | |
| Institutional | 4 | 0.0% | — | — | |
| Individuals | 25 | 0.0% | 1.3% | 18.6% | |