| Total AUM | $288.2M |
| Discretionary | $283.4M98% of AUM |
| Non-Discretionary | $4.8M |
| Client Accounts | 763 |
| Avg Account Size | $378K |
| Employees | 5 |
| Peak AUM | $288.2MMar 2026 |
| AUM CAGR | +17.8% /yrover 6 yrs · 13 filings |
Total AUM
$288M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $288M | +17.5% | +24.2% | +16.8% | |
| Discretionary AUM | |||||
| Total AUM | $288.2M |
| Discretionary | $283.4M |
| Employees | 5 |
| Client Accounts | 763 |
| Client Range | 101-250 |
Address
3033 CAMPUS DRIVE
PLYMOUTH MN 55441-2651
Phone
763-432-7875
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$283M
98.3% of AUM
Non-Discretionary
$5M
1.7% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
No related registrations reported
| $283M |
| +17.9% |
| +23.6% |
| +17.2% |
| Non-Disc. AUM | $5M | +0.3% | +129.8% | +0.8% |
| Total Accounts | 763 | +18.3% | +18.5% | +16.6% |
| Avg Account Size | $377,706.037 | 0.6% | +4.8% | +0.1% |
| Employees | 5 | +25.0% | +18.0% | +10.6% |
| AUM / Employee | $58M | 6.0% | +5.2% | +5.6% |
Client AUM Segments | |||||
| Wealth AUM | $280M | +16.1% | +23.6% | +16.1% | |
| Institutional AUM | $5M | +18.0% | +35.8% | — | |
| Other AUM | $3M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 67 | +13.6% | +10.7% | +26.9% | |
| Individuals | 77 | +22.2% | +15.0% | +5.7% | |