| Total AUM | $47.99B |
| Discretionary | $47.99B100% of AUM |
| Client Accounts | 31 |
| Avg Account Size | $1.55B |
| Employees | 426 |
| Peak AUM | $47.99BMar 2026 |
Total AUM
$48.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $48.0B | +2.5% | +23.6% | +14.6% | |
| Discretionary AUM | |||||
| Total AUM | $47.99B |
| Discretionary | $47.99B |
| Employees | 426 |
| Client Accounts | 31 |
Address
901 MARQUETTE AVENUE
MINNEAPOLIS MN 55402-3211
Phone
800-847-4836
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$48.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $48.0B |
| +2.5% |
| +23.6% |
| +14.6% |
| Total Accounts | 31 | 0.0% | 2.1% | 0.0% |
| Avg Account Size | $1.5B | +2.5% | +26.2% | +14.6% |
| Employees | 426 | 5.3% | 1.8% | 0.2% |
| AUM / Employee | $113M | +8.3% | +25.9% | +14.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $48.0B | +2.5% | +23.6% | +14.6% | |
Client Count Segments | |||||
| Pooled / Fund | 31 | 0.0% | 2.1% | 0.0% | |