| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 07/12/2011 |
| ADV Location | ALBERT LEA, MN, United States |
| Contact Info | 507 xxxxxxx |
| Websites |
| AUM* | 1,551,222,706 29% |
| of that, discretionary | 1,201,632,192 32% |
| Number of Employees | 17 13% |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 420,728 9% |
| % High Net Worth | 23.29% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds