| Total AUM | $528.0M |
| Discretionary | $528.0M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $44.0M |
| Employees | 12 |
| Peak AUM | $528.0MMar 2026 |
| AUM CAGR | +15.1% /yrover 21 yrs · 35 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $528M | +21.2% | +47.7% | +32.5% | |
| Discretionary AUM | |||||
| Total AUM | $528.0M |
| Discretionary | $528.0M |
| Employees | 12 |
| Client Accounts | 12 |
| Client Range | 0 |
Address
102 PIERCE ST
BIRMINGHAM MI 48009
Phone
248-593-6872
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$528M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$528M
| $528M |
| +21.2% |
| +47.7% |
| +32.5% |
| Total Accounts | 12 | +9.1% | +2.9% | +8.4% |
| Avg Account Size | $44M | +11.1% | +43.5% | +22.2% |
| Employees | 12 | +33.3% | +10.1% | +11.4% |
| AUM / Employee | $44M | 9.1% | +34.2% | +18.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $528M | +21.2% | +47.7% | +32.5% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | +9.1% | +2.9% | +8.4% | |