| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 09/13/2005 |
| ADV Location | EXCELSIOR, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 69,181,112 -42% |
| of that, discretionary | 69,181,112 -42% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 69,181,112 -42% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management