| As of Date | 09/19/2026 |
| Registration | SEC, Approved, 02/25/2011 |
| ADV Location | MINNETONKA, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 809,930,205 27% |
| of that, discretionary | 808,204,119 28% |
| Number of Employees | 17 |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 |
| Avg Account Size | 758,362 13% |
| % High Net Worth | 56.35% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds