Overview
Assets Under Management: $260 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 29
Average Client Assets: $9 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.25
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 107446
Last Filing Date: 2025-01-15 00:00:00