| Total AUM | $1.88B |
| Discretionary | $784.8M42% of AUM |
| Non-Discretionary | $1.09B |
| Client Accounts | 931 |
| Avg Account Size | $2.0M |
| Employees | 17 |
| Peak AUM | $1.88BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +15.5% | +14.4% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.88B |
| Discretionary | $784.8M |
| Employees | 17 |
| Client Accounts | 931 |
| Client Range | More than 500 |
Address
7900 XERXES AVE. S, STE 500
MINNEAPOLIS MN 55431-1120
Phone
952-893-1200
Filing History
66 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$785M
41.8% of AUM
Non-Discretionary
$1.1B
58.2% of AUM
Disc. mix ▼ 5.9pp vs 1 year ago
| +11.9% /yrover 25 yrs · 66 filings |
Total AUM
$1.9B
| $785M |
| +1.1% |
| +10.1% |
| +9.5% |
| Non-Disc. AUM | $1.1B | +28.5% | +17.9% | +11.4% |
| Total Accounts | 931 | 0.1% | +3.7% | +10.9% |
| Avg Account Size | $2M | +15.6% | +10.4% | 0.3% |
| Employees | 17 | 0.0% | 0.0% | +1.2% |
| AUM / Employee | $111M | +15.5% | +14.4% | +9.3% |
Client AUM Segments | |||||
| Wealth AUM | $1.5B | +18.6% | +16.3% | +12.4% | |
| Institutional AUM | $352M | +3.6% | +7.2% | +4.5% | |
Client Count Segments | |||||
| HNW Clients | 560 | 4.9% | +1.7% | +13.4% | |
| Institutional | 55 | 8.3% | +0.6% | +3.6% | |
| Individuals | 317 | +12.0% | +8.4% | +8.6% | |