Bay City, MI | Sterling Heights, MI | Round Rock, TX | |
|---|---|---|---|
| Assets under management | $37.7M | $39.8M | $39.6M |
| Asset growth, last 2 years | – | – | −52% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 58 | 48 | 82 |
| Assets per client | $651K | $829K | $483K |
| Clients per advisor | 58 | 48 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.