Edina, MN | |||
|---|---|---|---|
| Assets under management | $7M | $7.4M | $6.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 1 |
| Individual clients | 12 | 24 | 16 |
| Assets per client | $587K | $308K | $417K |
| Clients per advisor | – | 24 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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.