| Total AUM | $427.48B |
| Discretionary | $426.58B100% of AUM |
| Non-Discretionary | $897.8M |
| Client Accounts | 2,340 |
| Avg Account Size | $182.7M |
| Employees | 322 |
| Peak AUM | $427.48BMar 2026 |
| AUM CAGR | +7.2% /yrover 25 yrs · 65 filings |
Total AUM
$427.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $427.5B | +6.1% | +42.8% | +23.3% | |
| Discretionary AUM | $426.6B | +6.1% | +42.7% | +23.3% | |
| Non-Disc. AUM | $898M | +23.3% | — | — | |
| Total Accounts | 2k | 1.8% | +198.4% | +101.8% | |
| Avg Account Size | $183M | +8.1% | 52.1% | 38.9% | |
| Employees | 322 | +1.3% | +44.8% | +25.1% | |
| AUM / Employee | $1.3B | +4.8% | 1.4% | 1.5% | |
Client AUM Segments | |||||
| Institutional AUM | $133.0B | +0.0% | +73.2% | +40.7% | |
| Fund / Pooled AUM | $278.9B | +9.7% | +32.0% | +17.3% | |
| Other AUM | $8.4B | +0.2% | — | — | |
Client Count Segments | |||||
| Institutional | 789 | 2.1% | +194.1% | +99.5% | |
| Pooled / Fund | 29 | +3.6% | +60.6% | +32.9% | |
| Total AUM | $427.48B |
| Discretionary | $426.58B |
| Employees | 322 |
| Client Accounts | 2340 |
Address
800 NICOLLET MALL
MINNEAPOLIS MN 55402
Phone
717-232-2723
Filing History
65 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$426.6B
99.8% of AUM
Non-Discretionary
$898M
0.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody