| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 02/07/2020 |
| ADV Location | WOODBURY, MN, United States |
| Contact Info | 651 xxxxxxx |
| Websites |
| AUM* | 546,000,000 32% |
| of that, discretionary | 515,000,000 31% |
| Number of Employees | 14 40% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 335,175 -15% |
| % High Net Worth | 29.61% -23% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds