| Total AUM | $691.0M |
| Discretionary | $691.0M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $49.4M |
| Employees | 11 |
| Peak AUM | $691.0MMar 2026 |
| AUM CAGR | +32.5% /yrover 6 yrs · 8 filings |
Total AUM
$691M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $691M | +8.5% | +35.4% | +37.8% | |
| Discretionary AUM | $691M | ||||
| Total AUM | $691.0M |
| Discretionary | $691.0M |
| Employees | 11 |
| Client Accounts | 14 |
Address
380 N OLD WOODWARD AVENUE, STE 205
BIRMINGHAM MI 48009
Phone
248 648-2358
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$691M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +8.5% |
| +35.4% |
| +37.8% |
| Total Accounts | 14 | +27.3% | +11.9% | +36.1% |
| Avg Account Size | $49M | 14.8% | +21.1% | +1.2% |
| Employees | 11 | 0.0% | +6.9% | +6.6% |
| AUM / Employee | $63M | +8.5% | +26.7% | +29.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $691M | +8.5% | +35.4% | +37.8% | |
Client Count Segments | |||||
| Pooled / Fund | 14 | +40.0% | +11.9% | +36.1% | |