| Total AUM | $292.7M |
| Discretionary | $292.7M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $58.5M |
| Employees | 4 |
| Peak AUM | $433.8MFeb 2022 |
| AUM CAGR | +5.3% /yrover 8 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $293M | 5.2% | 4.1% | 1.4% | |
| Discretionary AUM | |||||
| Total AUM | $292.7M |
| Discretionary | $292.7M |
| Employees | 4 |
| Client Accounts | 5 |
Address
201 SOUTH MAIN STREET
ANN ARBOR MI 48104-2113
Phone
734-997-8661
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$293M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$293M
| $293M |
| 5.2% |
| 4.1% |
| 1.4% |
| Total Accounts | 5 | 0.0% | +7.9% | +4.7% |
| Avg Account Size | $59M | 5.2% | 11.1% | 5.8% |
| Employees | 4 | 0.0% | +10.3% | 0.0% |
| AUM / Employee | $73M | 5.2% | 13.1% | 1.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $293M | 5.2% | 4.1% | 1.4% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | +7.9% | +4.7% | |