| As of Date | 01/15/2026 |
| Registration | SEC, Approved, 12/24/2020 |
| ADV Location | ST. PAUL, MN, United States |
| Contact Info | 612 xxxxxxx |
| AUM* | 224,115,580 30% |
| of that, discretionary | 224,115,580 30% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,114,298 20% |
| % High Net Worth | 51.43% -13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS & ASSOCIATES | Filing Date01/09/2026 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS & ASSOCIATES | Filing Date08/23/2024 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS &ASSOCIATES | Filing Date10/11/2023 | Form ADV-E View Report |