Jenison, MI | Northville, MI | Maumee, OH | |
|---|---|---|---|
| Assets under management | $158.2M | $166.3M | $150.2M |
| Asset growth, last 2 years | +47% | +42% | +6% |
| Advisory staff | 3 | 3 | 4 |
| Individual clients | 316 | 248 | 248 |
| Assets per client | $501K | $671K | $606K |
| Clients per advisor | 105 | 83 | 62 |
| Main custodian | Altruist | Raymond James | Fidelity |
| Filing with the SEC since | 2024 | 2016 | 2013 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 4 |
From each firm's latest Form ADV (Mar 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.