| Total AUM | $1.13B |
| Discretionary | $1.02B90% of AUM |
| Non-Discretionary | $114.2M |
| Client Accounts | 910 |
| Avg Account Size | $1.2M |
| Employees | 10 |
| Peak AUM | $1.23BMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | 7.9% | +6.1% | +3.0% | |
| Discretionary AUM | $1.0B | ||||
| Total AUM | $1.13B |
| Discretionary | $1.02B |
| Employees | 10 |
| Client Accounts | 910 |
| Client Range | 26-50 |
Address
39555 ORCHARD HILL PLACE
NOVI MI 48375
Phone
248-380-1700
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
89.9% of AUM
Non-Discretionary
$114M
10.1% of AUM
Disc. mix ▼ 1.9pp vs 1 year ago
Custody
No related registrations reported
| +9.6% /yrover 25 yrs · 47 filings |
Total AUM
$1.1B
| 9.8% |
| +5.4% |
| +2.8% |
| Non-Disc. AUM | $114M | +13.4% | +13.1% | +5.4% |
| Total Accounts | 910 | +160.7% | +36.3% | +23.2% |
| Avg Account Size | $1M | 64.7% | 22.2% | 16.3% |
| Employees | 10 | 0.0% | 0.0% | +2.1% |
| AUM / Employee | $113M | 7.9% | +6.1% | +0.9% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | 6.3% | +6.3% | +3.7% | |
| Institutional AUM | $26M | 47.3% | 3.3% | 4.5% | |
Client Count Segments | |||||
| HNW Clients | 91 | 10.8% | 10.3% | +1.9% | |
| Individuals | 227 | 4.2% | +1.5% | +0.1% | |