| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 06/01/1979 |
| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 392,678,403 2% |
| of that, discretionary | 392,678,403 2% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,699,907 17% |
| % High Net Worth | 31.60% 11% |
| SMA’s | Yes |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
No private funds