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Building 2A SMARTER WAY TO INVEST

Map pinBRIGHTON, MI
Phone810-588-6178
NotebookSEC #801-110895
Total AUM
$150M
Employees
7
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1024 E. GRAND RIVER AVE
SUITE B
BRIGHTON
MI 48116
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
810-588-6178
Other Offices
2

ReceiptFinancials

Total AUM
$150M
Accounts
837
Discretionary
$150M
Accounts
837
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
1
AUM
$150M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SIGNAL PROVIDER
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SIGNAL PROVIDER

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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