| As of Date | 03/25/2025 |
| Registration | SEC, Approved, 04/20/2001 |
| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | 763 xxxxxxx |
| Websites |
| AUM* | 18,139,175,735 5% |
| of that, discretionary | 18,139,175,735 4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 238,673,365 -22% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 77 13%
of those in investment advisory functions 7 -53%
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds