| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 02/11/2011 |
| ADV Location | EXCELSIOR, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 2,528,449,276 -15% |
| of that, discretionary | 2,528,449,276 -15% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 361,207,039 -88% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
No private funds