Shoreview, MN | Shoreview, MN | ||
|---|---|---|---|
| Assets under management | $69.9M | $73.5M | $66.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 132 | 252 | 38 |
| Assets per client | $529K | $292K | $1.7M |
| Clients per advisor | 44 | 126 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | 2 |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Sep 2026, Jun 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.