| Total AUM | $683.5M |
| Discretionary | $683.5M100% of AUM |
| Client Accounts | 1,264 |
| Avg Account Size | $541K |
| Employees | 8 |
| Peak AUM | $683.5MMar 2026 |
Total AUM
$683M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $683M | +18.6% | +11.6% | +14.5% | |
| Discretionary AUM | |||||
| Total AUM | $683.5M |
| Discretionary | $683.5M |
| Employees | 8 |
| Client Accounts | 1264 |
| Client Range | 251-500 |
Address
18258 MINNETONKA BOULEVARD
DEEPHAVEN MN 55391-3359
Phone
(952) 224-7970
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$683M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $683M |
| +18.6% |
| +11.6% |
| +14.5% |
| Total Accounts | 1k | +5.3% | +6.5% | +7.5% |
| Avg Account Size | $540,721.297 | +12.6% | +4.8% | +6.5% |
| Employees | 8 | 0.0% | +4.6% | +5.9% |
| AUM / Employee | $85M | +18.6% | +6.8% | +8.1% |
Client AUM Segments | |||||
| Wealth AUM | $673M | +18.6% | +11.1% | +14.2% | |
| Institutional AUM | $10M | +17.3% | +140.8% | +70.3% | |
Client Count Segments | |||||
| HNW Clients | 91 | 2.2% | +21.3% | 5.1% | |
| Institutional | 4 | +33.3% | 0.0% | +32.0% | |
| Individuals | 184 | +2.8% | 0.0% | +8.6% | |