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| Keyboard |
| Institutional Investment Consulting
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|---|---|
| CRD # | 168705 |
| SEC # | 801-78450 |
| CIK # | |
| AUM | 125.0 M (2026-02-01) |
| Employees | 13 (38% Investors, 38% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-339-9808 |
| Address | 7 West Square Lake Road Bloomfield Hills, MI 48302 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 125.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 125.0 |
| By Discretionary | ||
| Discretionary | 4 | 125.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 125.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.0 | |
| Total | 4 | 125.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 45 |
| Serves | Institutional, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jlens
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|
NY | 183.3 M |
|
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|
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151.6 M | |
|
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|
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|
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|
2Xideas US Inc
✚
|
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|
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✚
|
NC | 31.9 M |
|
CBIZ Financial Solutions Inc
✚
|
OH | 8.9 M |
|
Ned Davis Research Inc
✚
|
FL | 2.2 M |
|
SAA Advisors Inc
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|
WA |