Adviser Profile
| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 03/31/2025 |
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| Former registrations | |
| ADV Location | PLYMOUTH, MN, United States |
| Contact Info | 763 xxxxxxx |
| Websites |
| AUM* | 144,400,000 21% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 394,536 20% |
| % High Net Worth | 19.61% 4% |
| 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
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
130M
111M
93M
74M
56M
37M
19M
2025
2026
Private Funds
No private funds