Shoreview, MN | Shoreview, MN | Minnetonka, MN | |
|---|---|---|---|
| Assets under management | $69.9M | $73.5M | $66.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 3 |
| Individual clients | 132 | 252 | 75 |
| Assets per client | $529K | $292K | $884K |
| Clients per advisor | 44 | 126 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | 2 |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (Feb 2026, Sep 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.