| Total AUM | $2.36B |
| Discretionary | $2.36B100% of AUM |
| Client Accounts | 100 |
| Avg Account Size | $23.6M |
| Employees | 5 |
| Peak AUM | $2.36BJan 2026 |
Total AUM
$2.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.4B | +16.4% | +29.8% | +17.2% | |
| Discretionary AUM | |||||
| Total AUM | $2.36B |
| Discretionary | $2.36B |
| Employees | 5 |
| Client Accounts | 100 |
Address
4999 FRANCE AVENUE SOUTH
MINNEAPOLIS MN 55410-1734
Phone
630-371-2626
Filing History
60 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $2.4B |
| +16.4% |
| +29.8% |
| +17.2% |
| Total Accounts | 100 | 2.0% | 0.7% | +0.6% |
| Avg Account Size | $24M | +18.7% | +30.6% | +16.4% |
| Employees | 5 | 0.0% | 6.0% | 0.0% |
| AUM / Employee | $472M | +16.4% | +38.1% | +17.2% |
Client AUM Segments | |||||
| Wealth AUM | $208M | +11.3% | +33.3% | +4.0% | |
| Institutional AUM | $2.2B | +16.9% | +29.4% | +19.1% | |
Client Count Segments | |||||
| HNW Clients | 7 | 22.2% | 4.5% | 0.0% | |
| Institutional | 6 | 0.0% | 16.0% | 15.8% | |
| Individuals | 45 | 0.0% | +9.0% | +1.9% | |