Edina, MN | |||
|---|---|---|---|
| Assets under management | $149.7M | $157.4M | $142.1M |
| Asset growth, last 2 years | +15% | +41% | +18% |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 62 | 264 | 256 |
| Assets per client | $2.4M | $596K | $555K |
| Clients per advisor | 31 | 132 | 128 |
| Main custodian | Schwab | Schwab | Aos, Inc. |
| Filing with the SEC since | 2023 | 2021 | 2021 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 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.