Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 03/29/2021
Other registrations (1)
ADV Location EDINA, MN, United States
Contact Info 952 xxxxxxx
Websites
AUM* 142,137,000 18%
of that, discretionary 142,137,000 18%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 354,456 4%
% High Net Worth 20.31% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

150M 129M 107M 86M 64M 43M 21M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary