$32.5M Total AUM
$32.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
16 yrs Firm Age
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- Custodian
- Empower ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-2010
- Office Locations
- 1
Office Locations
-- ADA MI
About Advosion
Advosion is a Michigan-based boutique advisory led by Scott Pruski, providing planning-led wealth management and discretionary portfolio management. The firm emphasizes asset allocation and risk management, with support for tax, estate and charitable planning and insurance needs, and uses platforms/custody including Fidelity/NFS and Empower.
Team overview
-- AVG AGE
$32.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
SCOTT MICHAEL PRUSKI
Chief Compliance Officer
- CRD
- #2169574
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,470,031 | $441,985 |
| Non-Discretionary | $0 | -- |
| Total | $32,470,031 | $441,985 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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