| Total AUM | $1.41B |
| Discretionary | $1.41B100% of AUM |
| Client Accounts | 861 |
| Avg Account Size | $1.6M |
| Employees | 14 |
| Peak AUM | $1.46BMar 2022 |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +24.4% | +3.6% | +0.1% | |
| Discretionary AUM | $1.4B | ||||
| Total AUM | $1.41B |
| Discretionary | $1.41B |
| Employees | 14 |
| Client Accounts | 861 |
Address
3300 EDINBOROUGH WAY
EDINA MN 55435
Phone
952-831-6500
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +24.4% |
| +3.6% |
| +0.1% |
| Total Accounts | 861 | 20.1% | 9.9% | 2.9% |
| Avg Account Size | $2M | +55.6% | +15.0% | +3.1% |
| Employees | 14 | 6.7% | +8.4% | +1.5% |
| AUM / Employee | $101M | +33.3% | 4.4% | 1.4% |
Client AUM Segments | |||||
| Wealth AUM | $396M | +6.4% | 5.7% | 8.8% | |
| Institutional AUM | $36M | +5.0% | 1.9% | 4.1% | |
| Fund / Pooled AUM | $975M | +39.4% | +12.6% | +7.8% | |
Client Count Segments | |||||
| HNW Clients | 167 | 17.3% | 7.8% | 1.8% | |
| Institutional | 30 | 30.2% | 13.9% | 10.8% | |
| Pooled / Fund | 5 | 0.0% | +7.7% | +20.1% | |
| Individuals | 659 | 20.2% | 10.3% | 2.7% | |