| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 05/05/2003 |
| ADV Location | BLOOMINGTON, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 317,668,456 11% |
| of that, discretionary | 312,867,320 11% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 335,093 6% |
| % High Net Worth | 40.41% 13% |
| 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
- A percentage of assets under your management
- Commissions
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BAKER TILLY US, LLP | Filing Date10/09/2025 | Form ADV-E View Report |
| Accounting Firm Name BAKERTILLY | Filing Date01/28/2025 | Form ADV-E View Report |
| Accounting Firm Name BAKER TILLY US, LLP | Filing Date07/28/2023 | Form ADV-E View Report |