| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/13/2020 |
| ADV Location | BLOOMINGTON, MN, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 76,763,198 86% |
| of that, discretionary | 76,763,198 86% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 560,315 3% |
| % High Net Worth | 13.14% -9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds