Minneapolis, MN | Edina, MN | Bethesda, MD | |
|---|---|---|---|
| Assets under management | $88.8M | $93.4M | $84.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 95 | 78 | 58 |
| Assets per client | $935K | $1.2M | $1.5M |
| Clients per advisor | 48 | 39 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | 1 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, May 2026, Feb 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.