| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 09/05/2024 |
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| ADV Location | MINNETONKA, MN, United States |
| Contact Info | 612 xxxxxxx |
| Websites |
| AUM* | 709,598,783 12% |
| of that, discretionary | 604,777,956 19% |
| Number of Employees | 11 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 480,432 14% |
| % High Net Worth | 48.76% 115% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds