Minnetonka, MN | Shoreview, MN | Crofton, MD | |
|---|---|---|---|
| Assets under management | $66.3M | $69.9M | $69.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 3 | 4 |
| Individual clients | 75 | 132 | 182 |
| Assets per client | $884K | $529K | $382K |
| Clients per advisor | 25 | 44 | 46 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 5 | – |
| People on Advicer.bio | 3 | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.