| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/22/2008 |
| ADV Location | BLOOMINGTON, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 12,992,592,090 19% |
| of that, discretionary | 0 |
| Number of Employees | 11 |
| of those in investment advisory functions | 3 -40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 295,286,184 41% |
| SMA’s | Yes |
| Private Funds | 0 |
- Banking or thrift institutions
- Insurance companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds