Overview
Assets Under Management: $200 million
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 18
Average Client Assets: $11 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.77
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 311704
Last Filing Date: 2025-01-10 00:00:00