| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 03/21/2016 |
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| ADV Location | ROSEMOUNT, MN, United States |
| Contact Info | 651 xxxxxxx |
| Websites |
| AUM* | 459,879,287 35% |
| of that, discretionary | 459,879,287 35% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,575 17% |
| % High Net Worth | 2.12% -58% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds