| Total AUM | $433.7M |
| Discretionary | $433.7M100% of AUM |
| Client Accounts | 753 |
| Avg Account Size | $576K |
| Employees | 5 |
| Peak AUM | $433.7MFeb 2026 |
| AUM CAGR | +247.3% /yrover 1 yrs · 7 filings |
Total AUM
$434M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $434M | +327.2% | — | — | |
| Discretionary AUM | $434M | ||||
| Total AUM | $433.7M |
| Discretionary | $433.7M |
| Employees | 5 |
| Client Accounts | 753 |
| Client Range | 1-10 |
Address
4960 MILLER TRUNK HWY
HERMANTOWN MN 55811
Phone
218-336-2506
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$434M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Total Accounts | 753 | +223.2% | — | — |
| Avg Account Size | $576,004.197 | +32.2% | — | — |
| Employees | 5 | +66.7% | — | — |
| AUM / Employee | $87M | +156.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $434M | +327.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 83 | +76.6% | — | — | |
| Individuals | 105 | +200.0% | — | — | |