| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 02/26/2021 |
|
|
|
| ADV Location | ROCHESTER, MN, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 218,258,845 85% |
| of that, discretionary | 218,258,845 85% |
| Number of Employees | 11 57% |
| of those in investment advisory functions | 10 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 936,733 349% |
| % High Net Worth | 31.91% 82% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds