Adviser Profile

As of Date 08/28/2026
Registration SEC, Approved, 08/17/2018
Other registrations (7)
ADV Location EDINA, MN, United States
Contact Info 952 xxxxxxx
Websites
AUM* 87,999,479 30%
of that, discretionary 87,999,479 30%
Number of Employees 8 60%
of those in investment advisory functions 8 60%
Private Fund GAV* 0
Avg Account Size 491,617 -49%
% High Net Worth 90.72% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

229M 196M 163M 131M 98M 65M 33M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary