| Total AUM | $161.2M |
| Discretionary | $161.2M100% of AUM |
| Client Accounts | 435 |
| Avg Account Size | $371K |
| Employees | 2 |
| Peak AUM | $161.2MFeb 2026 |
Total AUM
$161M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $161M | +15.2% | +17.3% | — | |
| Discretionary AUM | $161M | ||||
| Total AUM | $161.2M |
| Discretionary | $161.2M |
| Employees | 2 |
| Client Accounts | 435 |
| Client Range | 51-100 |
Phone
612-720-4637
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$161M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +15.2% |
| +17.6% |
| — |
| Total Accounts | 435 | +9.3% | +8.6% | — |
| Avg Account Size | $370,567.526 | +5.4% | +8.0% | — |
| Employees | 2 | 0.0% | 13.0% | +16.3% |
| AUM / Employee | $81M | +15.2% | +34.8% | — |
Client AUM Segments | |||||
| Wealth AUM | $161M | +15.2% | +17.3% | — | |
Client Count Segments | |||||
| HNW Clients | 49 | +75.0% | +43.8% | — | |
| Individuals | 37 | 26.0% | 8.5% | — | |