| Total AUM | $141.0M |
| Discretionary | $136.5M97% of AUM |
| Non-Discretionary | $4.5M |
| Client Accounts | 521 |
| Avg Account Size | $271K |
| Employees | 7 |
| Peak AUM | $141.0MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $141M | +15.3% | — | — | |
| Discretionary AUM | $137M | ||||
| Total AUM | $141.0M |
| Discretionary | $136.5M |
| Employees | 7 |
| Client Accounts | 521 |
| Client Range | 0 |
Address
226 N. BROAD STREET
MANKATO MN 56001
Phone
507-625-3507
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$137M
96.8% of AUM
Non-Discretionary
$4M
3.2% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Custody
No related registrations reported
| +5.5% /yrover 20 yrs · 16 filings |
Total AUM
$141M
| — |
| — |
| Non-Disc. AUM | $4M | +25.0% | — | — |
| Total Accounts | 521 | +0.8% | — | — |
| Avg Account Size | $270,705.084 | +14.5% | — | — |
| Employees | 7 | 0.0% | — | — |
| AUM / Employee | $20M | +15.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $141M | +15.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 192 | 3.0% | — | — | |
| Individuals | 63 | +18.9% | — | — | |