Caledonia, MI | Calumet, MI | ||
|---|---|---|---|
| Assets under management | $74.1M | $78.2M | $70.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 5 | 1 | 1 |
| Individual clients | 140 | 89 | 22 |
| Assets per client | $529K | $878K | $3.2M |
| Clients per advisor | 28 | 89 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 5 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.