| Total AUM | $730.4M |
| Discretionary | $728.8M100% of AUM |
| Non-Discretionary | $1.5M |
| Client Accounts | 2,004 |
| Avg Account Size | $364K |
| Employees | 7 |
| Peak AUM | $730.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $730M | +13.3% | +17.9% | +10.5% | |
| Discretionary AUM | |||||
| Total AUM | $730.4M |
| Discretionary | $728.8M |
| Employees | 7 |
| Client Accounts | 2004 |
| Client Range | 11-25 |
Address
50 SOUTH 6TH STREET, SUITE 1405
MINNEAPOLIS MN 55402
Phone
(612) 355 - 4360
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$729M
99.8% of AUM
Non-Discretionary
$2M
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$730M
| $729M |
| +13.3% |
| +19.0% |
| +11.2% |
| Non-Disc. AUM | $2M | +7.8% | 50.1% | 36.3% |
| Total Accounts | 2k | +1.3% | +3.3% | +4.6% |
| Avg Account Size | $364,448.237 | +11.9% | +14.2% | +5.7% |
| Employees | 7 | 0.0% | 11.2% | 2.6% |
| AUM / Employee | $104M | +13.3% | +32.8% | +13.5% |
Client AUM Segments | |||||
| Wealth AUM | $727M | +13.2% | +17.7% | +10.5% | |
| Institutional AUM | $4M | +33.5% | — | +18.2% | |
Client Count Segments | |||||
| HNW Clients | 303 | 8.7% | 5.3% | +0.5% | |
| Institutional | 2 | +100.0% | +26.0% | +14.9% | |
| Individuals | 220 | +10.6% | +18.0% | +8.0% | |