| Total AUM | $293.4M |
| Discretionary | $293.4M100% of AUM |
| Client Accounts | 923 |
| Avg Account Size | $318K |
| Employees | 5 |
| Peak AUM | $293.4MMar 2026 |
| AUM CAGR | +10.6% /yrover 20 yrs · 47 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $293M | +19.1% | +12.1% | +6.5% | |
| Discretionary AUM | |||||
| Total AUM | $293.4M |
| Discretionary | $293.4M |
| Employees | 5 |
| Client Accounts | 923 |
| Client Range | 0 |
Address
7825 WASHINGTON AVE SOUTH
BLOOMINGTON MN 55439
Phone
952-358-3395
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$293M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$293M
| $293M |
| +19.1% |
| +12.1% |
| +6.5% |
| Total Accounts | 923 | +4.2% | +2.1% | +2.5% |
| Avg Account Size | $317,900.913 | +14.4% | +9.8% | +3.9% |
| Employees | 5 | +25.0% | 0.0% | 0.0% |
| AUM / Employee | $59M | 4.7% | +12.1% | +6.5% |
Client AUM Segments | |||||
| Wealth AUM | $293M | +19.1% | +12.1% | +6.5% | |
Client Count Segments | |||||
| HNW Clients | 409 | +2.0% | +2.0% | +0.1% | |
| Individuals | 49 | +2.1% | 3.2% | +2.6% | |