| Total AUM | $1.01B |
| Discretionary | $1.01B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $505.7M |
| Employees | 8 |
| Peak AUM | $1.47BMar 2021 |
Total AUM
$1.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +3.5% | +5.2% | 7.2% | |
| Discretionary AUM | |||||
| Total AUM | $1.01B |
| Discretionary | $1.01B |
| Employees | 8 |
| Client Accounts | 2 |
Address
7036 SOUTH SANTA ROSA COURT
SIOUX FALLS SD 57108
Phone
605-496-7760
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.0B |
| +3.5% |
| +5.2% |
| 7.2% |
| Total Accounts | 2 | 0.0% | 0.0% | 16.7% |
| Avg Account Size | $506M | +3.5% | +5.2% | +11.5% |
| Employees | 8 | +14.3% | +10.1% | +9.9% |
| AUM / Employee | $126M | 9.4% | 4.4% | 15.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.0B | +3.5% | +5.2% | 7.2% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 16.7% | |