St Louis Park, MN | Edina, MN | ||
|---|---|---|---|
| Assets under management | $80M | $84.1M | $75.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 120 | 51 | 21 |
| Assets per client | $667K | $1.6M | $3.6M |
| Clients per advisor | 40 | 26 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | 2 | – |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Feb 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.