| As of Date | 06/08/2026 |
| Registration | SEC, Approved, 04/14/2000 |
| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | 612 xxxxxxx |
| Websites |
| AUM* | 442,901,942 17% |
| of that, discretionary | 442,901,942 17% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,099,061 173% |
| % High Net Worth | 40.76% 391% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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