| As of Date | 09/08/2026 |
| Registration | SEC, Approved, 03/26/2025 |
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| ADV Location | ANDOVER, MN, United States |
| Contact Info | 763 xxxxxxx |
| Websites |
| AUM* | 217,814,000 |
| of that, discretionary | 214,314,000 |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 199,099 |
| % High Net Worth | 27.08% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds