| Total AUM | $289.3M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $289.3M |
| Client Accounts | 2,152 |
| Avg Account Size | $134K |
| Employees | 173 |
| Peak AUM | $289.3MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $289M | +32.3% | +17.8% | +19.1% | |
| Non-Disc. AUM | $289M | ||||
| Total AUM | $289.3M |
| Discretionary | $0 |
| Employees | 173 |
| Client Accounts | 2152 |
| Client Range | 51-100 |
Address
4105 LEXINGTON AVENUE N.
ARDEN HILLS MN 55126
Phone
877-885-0508
Filing History
103 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$289M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$289M
| +32.3% |
| — |
| — |
| Total Accounts | 2k | 33.2% | +14.5% | 0.4% |
| Avg Account Size | $134,411.376 | +98.1% | +2.9% | +19.7% |
| Employees | 173 | +2.4% | +6.8% | +9.1% |
| AUM / Employee | $2M | +29.3% | +10.3% | +9.2% |
Client AUM Segments | |||||
| Wealth AUM | $289M | +32.4% | +17.9% | +19.2% | |
| Institutional AUM | $139,760 | 29.9% | 45.3% | 22.3% | |
Client Count Segments | |||||
| HNW Clients | 2k | 33.8% | +14.4% | 0.7% | |
| Institutional | 3 | — | — | — | — |
| Individuals | 52 | 1.9% | +20.1% | +23.6% | |