Bloomington, MN | |||
|---|---|---|---|
| Assets under management | $81.2M | $85.3M | $85.3M |
| Asset growth, last 2 years | – | +87% | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 61 | 44 | 166 |
| Assets per client | $1.3M | $1.9M | $514K |
| Clients per advisor | 61 | 44 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, Mar 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.