| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 08/02/2000 |
| ADV Location | PLYMOUTH, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 331,817,781 -33% |
| of that, discretionary | 316,982,065 -32% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 283,605 21% |
| % High Net Worth | 45.20% 19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CBIZ CPAS P.C. | Filing Date02/25/2026 | Form ADV-E View Report |
| Accounting Firm Name CBIZ CPAS P.C. | Filing Date12/30/2024 | Form ADV-E View Report |
| Accounting Firm Name GEN FINANCIAL MANAGEMENT, INC. | Filing Date11/29/2023 | Form ADV-E View Report |