Adviser Profile
| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 03/10/2025 |
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| Former registrations | |
| ADV Location | HERMANTOWN, MN, United States |
| Contact Info | 218 xxxxxxx |
| Websites |
| AUM* | 433,731,160 327% |
| of that, discretionary | 433,731,160 327% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 5 400% |
| Private Fund GAV* | 0 |
| Avg Account Size | 576,004 32% |
| % High Net Worth | 55.85% 31% |
| SMA’s | No |
| 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
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
434M
372M
310M
248M
186M
124M
62M
2025
2026
Private Funds
No private funds