| As of Date | 01/18/2026 |
| ADV Location | EXCELSIOR, MN, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Minnesota, Approved, 02/13/2007 |
| AUM* | 47,680,116 46% |
| of that, discretionary | 47,680,116 46% |
| Private Fund GAV* | 0 |
| Avg Account Size | 681,145 60% |
| % High Net Worth | 35.42% 36% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 952 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds