| As of Date | 03/25/2025 |
| ADV Location | MINNEAPOLIS, MN, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 77 13% |
| of those in investment advisory functions | 7 -53% |
| Registration | SEC, Approved, 04/20/2001 |
| AUM* | 18,139,175,735 5% |
| of that, discretionary | 18,139,175,735 4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 238,673,365 -22% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 763 xxxxxxx |
| Websites |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker00888H612 | Stock NameAIM ETF Product Trust | $ Position$7,324,452 | % Position5.00% | $ Change | # Change |
| Stck Ticker00888H521 | Stock NameAIM ETF Product Trust | $ Position$8,506,896 | % Position5.00% | $ Change | # Change |
| Stck Ticker00888H570 | Stock NameAIM ETF Product Trust | $ Position$8,528,315 | % Position5.00% | $ Change | # Change |
| Stck Ticker00888H513 | Stock NameAIM ETF Product Trust | $ Position$6,091,860 | % Position4.00% | $ Change | # Change |
| Stck Ticker00888H588 | Stock NameAIM ETF Product Trust | $ Position$6,134,865 | % Position4.00% | $ Change | # Change |
| Stck Ticker00888H562 | Stock NameAIM ETF Product Trust | $ Position$5,697,553 | % Position4.00% | $ Change | # Change |
| Stck Ticker00888H539 | Stock NameAIM ETF Product Trust | $ Position$6,119,732 | % Position4.00% | $ Change | # Change |
| Stck Ticker00888H547 | Stock NameAIM ETF Product Trust | $ Position$6,361,365 | % Position4.00% | $ Change | # Change |
| Stck Ticker00888H646 | Stock NameAIM ETF Product Trust | $ Position$6,866,252 | % Position4.00% | $ Change | # Change |
| Stck Ticker00888H679 | Stock NameAIM ETF Product Trust | $ Position$7,057,630 | % Position4.00% | $ Change | # Change |