Kalamazoo, MI | Auburn Hills, MI | Ann Arbor, MI | |
|---|---|---|---|
| Assets under management | $156.6M | $166.1M | $148.4M |
| Asset growth, last 2 years | +22% | +29% | +461% |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 137 | 391 | 101 |
| Assets per client | $1.1M | $425K | $1.5M |
| Clients per advisor | 69 | 130 | 51 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2020 | 2018 | 2019 |
| Tools in their stack | 2 | – | 2 |
| People on Advicer.bio | 2 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.