| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/10/2016 |
| ADV Location | BLOOMINGTON, MN, United States |
| Contact Info | 855 xxxxxxx |
| Websites |
| AUM* | 783,897,454 13% |
| of that, discretionary | 783,897,454 13% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,649,576 13% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds