| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 03/11/2004 |
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| ADV Location | CAMBRIDGE, MN, United States |
| Contact Info | 763 xxxxxxx |
| Websites |
| AUM* | 2,402,605,047 18% |
| of that, discretionary | 2,204,756,772 23% |
| Number of Employees | 59 |
| of those in investment advisory functions | 52 -2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 81,616 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds