Overview
Assets Under Management: $396 million
Headquarters: TROY, MI
High-Net-Worth Clients: 27
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,687
Discretionary Accounts: 3,668
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 286251
Filing ID: 2004110
Last Filing Date: 2025-07-22 13:33:00
Website: https://fsa-1.com