| Total AUM | $639.7M |
| Discretionary | $639.7M100% of AUM |
| Non-Discretionary | $48K |
| Client Accounts | 320 |
| Avg Account Size | $2.0M |
| Employees | 7 |
| Peak AUM | $639.7MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $640M | +10.7% | +6.7% | +7.3% | |
| Discretionary AUM | $640M | ||||
| Total AUM | $639.7M |
| Discretionary | $639.7M |
| Employees | 7 |
| Client Accounts | 320 |
Address
7480 FLYING CLOUD DRIVE
EDEN PRAIRIE MN 55344
Phone
952-948-2300
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$640M
100.0% of AUM
Non-Discretionary
$48,030
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
No related registrations reported
| +12.2% /yrover 25 yrs · 42 filings |
Total AUM
$640M
| +10.7% |
| +6.7% |
| +7.4% |
| Non-Disc. AUM | $48,030 | +20.3% | 61.5% | 45.0% |
| Total Accounts | 320 | +3.6% | +2.1% | +4.1% |
| Avg Account Size | $2M | +6.9% | +4.5% | +3.1% |
| Employees | 7 | 12.5% | 7.6% | 0.0% |
| AUM / Employee | $91M | +26.5% | +15.5% | +7.3% |
Client AUM Segments | |||||
| Wealth AUM | $617M | +10.4% | +6.4% | +7.1% | |
| Institutional AUM | $23M | +18.3% | +16.9% | +14.7% | |
Client Count Segments | |||||
| HNW Clients | 24 | 33.3% | 14.2% | 0.8% | |
| Individuals | 89 | 66.8% | 28.4% | 16.2% | |