Elko, MN | Southfield, MI | Woodbury, MN | |
|---|---|---|---|
| Assets under management | $28.6M | $30.1M | $27.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 87 | 85 | 29 |
| Assets per client | $329K | $354K | $934K |
| Clients per advisor | 87 | 85 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Apr 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.