Adviser Profile
| As of Date | 06/27/2019 |
| Registration status | Terminated |
| ADV Location | WOODBURY, MN, United States |
| AUM* | 240,808,652 |
| of that, discretionary | 240,808,652 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 265,793 |
| % High Net Worth | 38.33% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
261M
223M
186M
149M
112M
74M
37M
2015
2016
2017
2018
2019
Private Funds
No private funds