Brighton, MI | Sterling Heights, MI | Trenton, MI | |
|---|---|---|---|
| Assets under management | $37.6M | $39.8M | $39.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 25 | 48 | 215 |
| Assets per client | $1.5M | $829K | $185K |
| Clients per advisor | 25 | 48 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Jul 2026, Jan 2026, 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.