| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 02/21/2019 |
| ADV Location | COON RAPIDS, MN, United States |
| Contact Info | 763 xxxxxxx |
| AUM* | 301,108,000 20% |
| of that, discretionary | 300,262,000 20% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 337,187 18% |
| % High Net Worth | 30.91% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds