| Total AUM | $183.9M |
| Discretionary | $183.9M100% of AUM |
| Client Accounts | 835 |
| Avg Account Size | $220K |
| Employees | 7 |
| Peak AUM | $183.9MJan 2026 |
| AUM CAGR | +10.7% /yrover 5 yrs · 9 filings |
Total AUM
$184M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | +10.0% | +13.8% | +9.9% | |
| Discretionary AUM | $184M | ||||
| Total AUM | $183.9M |
| Discretionary | $183.9M |
| Employees | 7 |
| Client Accounts | 835 |
| Client Range | 101-250 |
Address
6350 WEST MICHIGAN AVENUE
LANSING MI 48917
Phone
517-321-4832
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$184M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +10.0% |
| +13.8% |
| +9.9% |
| Total Accounts | 835 | +16.0% | +9.1% | +3.1% |
| Avg Account Size | $220,224.775 | 5.1% | +4.3% | +6.6% |
| Employees | 7 | 0.0% | +12.6% | +12.0% |
| AUM / Employee | $26M | +10.0% | +1.1% | 1.9% |
Client AUM Segments | |||||
| Wealth AUM | $184M | +10.0% | — | +9.9% | |
Client Count Segments | |||||
| HNW Clients | 220 | 39.4% | — | 6.5% | |
| Individuals | 62 | 17.3% | — | — | |