| As of Date | 09/24/2026 |
| Registration | SEC, 120-Day Approval, 12/03/2025 |
| ADV Location | MANKATO, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 110,775,600 |
| of that, discretionary | 110,775,600 |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 152,794 |
| % High Net Worth | 9.94% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds