Adviser Profile
| As of Date | 01/21/2026 |
| Registration | Minnesota, Approved, 09/26/2023 |
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| Former registrations | |
| ADV Location | ST PAUL, MN, United States |
| Contact Info | 612 xxxxxxx |
| AUM* | 88,480,034 32% |
| of that, discretionary | 88,480,034 32% |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 912,165 30% |
| % High Net Worth | 58.14% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS LLC ALSO D/B/A MCNAMARA AND ASSOCIATES, LLC | Filing Date10/01/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS & ASSOCIATES | Filing Date12/26/2024 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS CERTIFIED PUBLIC ACCOUNTANTS & ASSOCIATES | Filing Date11/14/2023 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS ALSO D/B/A MCNAMARA AND ASSOCIATES, PLLC | Filing Date08/22/2023 | Form ADV-E View Report |
| Accounting Firm Name JOHNSON, TIBODEAU, BOTTIN, P.S.C. | Filing Date08/10/2023 | Form ADV-E View Report |