| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 01/17/2012 |
| ADV Location | WAYZATA, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 145,625,818 0% |
| of that, discretionary | 145,625,818 0% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 904,508 4% |
| % High Net Worth | 41.38% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds