| Total AUM | $102.6M |
| Discretionary | $45.0M44% of AUM |
| Non-Discretionary | $57.6M |
| Client Accounts | 90 |
| Avg Account Size | $1.1M |
| Employees | 6 |
| Peak AUM | $102.6MFeb 2026 |
Total AUM
$103M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $103M | 0.0% | — | — | — |
| Discretionary AUM | $45M | 0.0% | |||
| Total AUM | $102.6M |
| Discretionary | $45.0M |
| Employees | 6 |
| Client Accounts | 90 |
| Client Range | 51-100 |
Address
27725 STANSBURY BLVD, SUITE 385
FARMINGTON HILLS MI 48334
Phone
2486091610
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$45M
43.9% of AUM
Non-Discretionary
$58M
56.1% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Non-Disc. AUM | $58M | 0.0% | — | — | — |
| Total Accounts | 90 | 0.0% | — | — | — |
| Avg Account Size | $1M | 0.0% | — | — | — |
| Employees | 6 | 0.0% | — | — | — |
| AUM / Employee | $17M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $45M | 0.0% | — | — | — |
| Institutional AUM | $58M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 8 | 0.0% | — | — | — |
| Individuals | 81 | 0.0% | — | — | — |