Adviser Profile

As of Date 05/04/2026
Registration SEC, Approved, 02/21/2019
ADV Location COON RAPIDS, MN, United States
Contact Info 763 xxxxxxx
AUM* 301,108,000 20%
of that, discretionary 300,262,000 20%
Number of Employees 9 13%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 337,187 18%
% High Net Worth 30.91% 13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

300M 257M 214M 172M 129M 86M 43M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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