| Total AUM | $192.7M |
| Discretionary | $191.2M99% of AUM |
| Non-Discretionary | $1.5M |
| Client Accounts | 390 |
| Avg Account Size | $494K |
| Employees | 2 |
| Peak AUM | $192.7MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $193M | +13.4% | +13.6% | +11.9% | |
| Discretionary AUM | |||||
| Total AUM | $192.7M |
| Discretionary | $191.2M |
| Employees | 2 |
| Client Accounts | 390 |
Address
4406 BEARD AVE S
MINNEAPOLIS MN 55410
Phone
612-208-1641
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191M
99.2% of AUM
Non-Discretionary
$1M
0.8% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$193M
| $191M |
| +13.4% |
| +13.4% |
| +11.8% |
| Non-Disc. AUM | $1M | +7.8% | +45.1% | — |
| Total Accounts | 390 | +7.7% | +7.2% | +0.7% |
| Avg Account Size | $494,145.772 | +5.2% | +6.0% | +11.1% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $96M | +13.4% | +13.6% | +11.9% |
Client AUM Segments | |||||
| Wealth AUM | $164M | +13.9% | +10.2% | +8.4% | |
| Institutional AUM | $29M | +10.6% | +46.0% | — | |
Client Count Segments | |||||
| HNW Clients | 91 | +4.6% | 4.7% | +3.6% | |
| Institutional | 1 | — | — | — | — |
| Individuals | 53 | 8.6% | +22.3% | +9.1% | |