| As of Date | 10/10/2025 |
| Registration status | Terminated |
| ADV Location | FARGO, ND, United States |
| Contact Info | 701 xxxxxxx |
| Websites |
| AUM* | 149,372,139 -33% |
| of that, discretionary | 3,428,890 5% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,786,596 -29% |
| % High Net Worth | 7.14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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