Minnetonka, MN | |||
|---|---|---|---|
| Assets under management | $63.1M | $66.2M | $66.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 60 | 89 | 75 |
| Assets per client | $1.1M | $744K | $884K |
| Clients per advisor | 60 | 45 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 2 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (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.