Overview
Assets Under Management: $269 million
Headquarters: SWARTZ CREEK, MI
High-Net-Worth Clients: 1
Average Client Assets: $177 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.91
Average High-Net-Worth Client Assets: $177 million
Total Client Accounts: 1,568
Discretionary Accounts: 1,568
Regulatory Filings
CRD Number: 122408
Filing ID: 1998835
Last Filing Date: 2025-06-19 15:24:00
Website: https://comcast.net