Active
FINANCIAL PERSPECTIVES
Investment Advice|MINNEAPOLIS, MN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 998.9M |
| Non-Discretionary | 1.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 135549 |
| SEC Number | 801-97343 |
| Street Address | 3300 FERNBROOK LN N |
| Street Address 2 | SUITE 250 |
| Location | MINNEAPOLIS, MN 55447-5341 |
| Country | United States |
| Phone | 763-553-7779 |
| Fax | 763-553-7782 |
| Total Employees | 14 |
Client Count by Type (690 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 483 |
| High Net Worth Individual… | 205 |
| Charitable Organizations | 2 |
Community Partners
CITY OF ANDOVER
CITY OF ANOKA
CITY OF BETHEL
CITY OF BLAINE
CITY OF CIRCLE PINES
CITY OF COLUMBIA HEIGHTS
CITY OF COLUMBUS
CITY OF COON RAPIDS
CITY OF EAST BETHEL
CITY OF EDINA
CITY OF FRIDLEY
CITY OF HAM LAKE
CITY OF HILLTOP
CITY OF LEXINGTON
CITY OF LINO LAKES
CITY OF MEDICINE LAKE
CITY OF NEW HOPE
CITY OF NOWTHEN
CITY OF OAK GROVE
CITY OF PLYMOUTH
CITY OF ANDOVER
CITY OF ANOKA
CITY OF BETHEL
CITY OF BLAINE
CITY OF CIRCLE PINES
CITY OF COLUMBIA HEIGHTS
CITY OF COLUMBUS
CITY OF COON RAPIDS
CITY OF EAST BETHEL
CITY OF EDINA
CITY OF FRIDLEY
CITY OF HAM LAKE
CITY OF HILLTOP
CITY OF LEXINGTON
CITY OF LINO LAKES
CITY OF MEDICINE LAKE
CITY OF NEW HOPE
CITY OF NOWTHEN
CITY OF OAK GROVE
CITY OF PLYMOUTH
CITY OF ANDOVER
CITY OF ANOKA
CITY OF BETHEL
CITY OF BLAINE
CITY OF CIRCLE PINES
CITY OF COLUMBIA HEIGHTS
CITY OF COLUMBUS
CITY OF COON RAPIDS
CITY OF EAST BETHEL
CITY OF EDINA
CITY OF FRIDLEY
CITY OF HAM LAKE
CITY OF HILLTOP
CITY OF LEXINGTON
CITY OF LINO LAKES
CITY OF MEDICINE LAKE
CITY OF NEW HOPE
CITY OF NOWTHEN
CITY OF OAK GROVE
CITY OF PLYMOUTH
Municipal Government
29 Active
29
Organizations
ANOKA CHAMPLIN FIRE DEPARTMENT
ANOKA COUNTY CHILDREN AND FAMILY COUNCIL
ANOKA COUNTY SOIL AND WATER CONSERVATION DISTRICT
ANOKA HOUSING AND REDEVELOPMENT AUTHORITY
CENTENNIAL FIRE DISTRICT
COLUMBIA HEIGHTS HOUSING AND REDEVELOPMENT AUTHORITY
COON CREEK WATERSHED DISTRICT
FRIDLEY HOUSING AND REDEVELOPMENT AUTHORITY
LOWER RUM RIVER WATER MANAGEMENT ORGANIZATION
MINNEAPOLIS PUBLIC HOUSING AUTHORITY
MINNESOTA MUNICIPAL POWER AGENCY
SUNRISE RIVER WATERSHED MANAGEMENT ORGANIZATION
UPPER RUM RIVER WATERSHED MANAGEMENT ORGANIZATION
ANOKA CHAMPLIN FIRE DEPARTMENT
ANOKA COUNTY CHILDREN AND FAMILY COUNCIL
ANOKA COUNTY SOIL AND WATER CONSERVATION DISTRICT
ANOKA HOUSING AND REDEVELOPMENT AUTHORITY
CENTENNIAL FIRE DISTRICT
COLUMBIA HEIGHTS HOUSING AND REDEVELOPMENT AUTHORITY
COON CREEK WATERSHED DISTRICT
FRIDLEY HOUSING AND REDEVELOPMENT AUTHORITY
LOWER RUM RIVER WATER MANAGEMENT ORGANIZATION
MINNEAPOLIS PUBLIC HOUSING AUTHORITY
MINNESOTA MUNICIPAL POWER AGENCY
SUNRISE RIVER WATERSHED MANAGEMENT ORGANIZATION
UPPER RUM RIVER WATERSHED MANAGEMENT ORGANIZATION
ANOKA CHAMPLIN FIRE DEPARTMENT
ANOKA COUNTY CHILDREN AND FAMILY COUNCIL
ANOKA COUNTY SOIL AND WATER CONSERVATION DISTRICT
ANOKA HOUSING AND REDEVELOPMENT AUTHORITY
CENTENNIAL FIRE DISTRICT
COLUMBIA HEIGHTS HOUSING AND REDEVELOPMENT AUTHORITY
COON CREEK WATERSHED DISTRICT
FRIDLEY HOUSING AND REDEVELOPMENT AUTHORITY
LOWER RUM RIVER WATER MANAGEMENT ORGANIZATION
MINNEAPOLIS PUBLIC HOUSING AUTHORITY
MINNESOTA MUNICIPAL POWER AGENCY
SUNRISE RIVER WATERSHED MANAGEMENT ORGANIZATION
UPPER RUM RIVER WATERSHED MANAGEMENT ORGANIZATION
Special District
13 Active
13
Organizations
ANOKA-HENNEPIN SCH DIST 11
AUGSBURG FAIRVIEW ACADEMY
AURORA CHARTER SCHOOL
BULTUM ACADEMY
CENTENNIAL SCH DIST 12
COLUMBIA HEIGHTS ISD 13
COLUMBIA HGHTS SCH DIST
CYBER VILLAGE ACADEMY, INC.
FRIDLEY SCH DIST 14
HENNEPIN ELEMENTARY SCHOOL
INDEPENDENT SCHOOL DISTRICT 282 ST ANTHONY
INDEPENDENT SCHOOL DISTRICT NO. 15
IND SCHOOL DIST 16
INTERMEDIATE SCHOOL DISTRICT 287
KIPP MINNESOTA
MINNESOTA TRANSITIONS CHARTER SCHOOL
NEW CITY SCHOOL
NEW MILLENNIUM ACADEMY
NORTHEAST COLLEGE PREP
PACT CHARTER SCHOOL
ANOKA-HENNEPIN SCH DIST 11
AUGSBURG FAIRVIEW ACADEMY
AURORA CHARTER SCHOOL
BULTUM ACADEMY
CENTENNIAL SCH DIST 12
COLUMBIA HEIGHTS ISD 13
COLUMBIA HGHTS SCH DIST
CYBER VILLAGE ACADEMY, INC.
FRIDLEY SCH DIST 14
HENNEPIN ELEMENTARY SCHOOL
INDEPENDENT SCHOOL DISTRICT 282 ST ANTHONY
INDEPENDENT SCHOOL DISTRICT NO. 15
IND SCHOOL DIST 16
INTERMEDIATE SCHOOL DISTRICT 287
KIPP MINNESOTA
MINNESOTA TRANSITIONS CHARTER SCHOOL
NEW CITY SCHOOL
NEW MILLENNIUM ACADEMY
NORTHEAST COLLEGE PREP
PACT CHARTER SCHOOL
ANOKA-HENNEPIN SCH DIST 11
AUGSBURG FAIRVIEW ACADEMY
AURORA CHARTER SCHOOL
BULTUM ACADEMY
CENTENNIAL SCH DIST 12
COLUMBIA HEIGHTS ISD 13
COLUMBIA HGHTS SCH DIST
CYBER VILLAGE ACADEMY, INC.
FRIDLEY SCH DIST 14
HENNEPIN ELEMENTARY SCHOOL
INDEPENDENT SCHOOL DISTRICT 282 ST ANTHONY
INDEPENDENT SCHOOL DISTRICT NO. 15
IND SCHOOL DIST 16
INTERMEDIATE SCHOOL DISTRICT 287
KIPP MINNESOTA
MINNESOTA TRANSITIONS CHARTER SCHOOL
NEW CITY SCHOOL
NEW MILLENNIUM ACADEMY
NORTHEAST COLLEGE PREP
PACT CHARTER SCHOOL
School District
28 Active
28
Organizations
023 Twin Cities Chapter of Trout Unlimited
0324
10-25 TOMORROW FOUNDATION
10TH WAVE CHAMBER MUSIC COLLECTIVE
12 ORDINARY WOMEN MSP
1360867 GENERALLY SPEAKING
1517 MEDIA
180 DEGREES INC
1832 FOUNDATION INC
18X26 Academy
1 DAY AT A TIME
1 FOR HUMANITY
1K FOR KIDS FOUNDATION
2010 ARTBLOK
20 THEATRE COMPANY TWIN CITIES
2100 BLOOMINGTON LIMITED PARTNERSHIP
2400 CLUB
28676290 H2ORATORS
28676373 VIKING ELECTRIC TOASTMASTERS CLUB
2 BELOW ZERO
023 Twin Cities Chapter of Trout Unlimited
0324
10-25 TOMORROW FOUNDATION
10TH WAVE CHAMBER MUSIC COLLECTIVE
12 ORDINARY WOMEN MSP
1360867 GENERALLY SPEAKING
1517 MEDIA
180 DEGREES INC
1832 FOUNDATION INC
18X26 Academy
1 DAY AT A TIME
1 FOR HUMANITY
1K FOR KIDS FOUNDATION
2010 ARTBLOK
20 THEATRE COMPANY TWIN CITIES
2100 BLOOMINGTON LIMITED PARTNERSHIP
2400 CLUB
28676290 H2ORATORS
28676373 VIKING ELECTRIC TOASTMASTERS CLUB
2 BELOW ZERO
023 Twin Cities Chapter of Trout Unlimited
0324
10-25 TOMORROW FOUNDATION
10TH WAVE CHAMBER MUSIC COLLECTIVE
12 ORDINARY WOMEN MSP
1360867 GENERALLY SPEAKING
1517 MEDIA
180 DEGREES INC
1832 FOUNDATION INC
18X26 Academy
1 DAY AT A TIME
1 FOR HUMANITY
1K FOR KIDS FOUNDATION
2010 ARTBLOK
20 THEATRE COMPANY TWIN CITIES
2100 BLOOMINGTON LIMITED PARTNERSHIP
2400 CLUB
28676290 H2ORATORS
28676373 VIKING ELECTRIC TOASTMASTERS CLUB
2 BELOW ZERO
Nonprofit Organization
6833 Active
6833
Organizations
Community Partners120 organizations
CITY OF BETHEL
Municipal Government·BETHEL
CITY OF BLAINE
Municipal Government·BLAINE
CITY OF CIRCLE PINES
Municipal Government·CIRCLE PINES
CITY OF COON RAPIDS
Municipal Government·MINNEAPOLIS
CITY OF EDINA
Municipal Government·MINNEAPOLIS
CITY OF FRIDLEY
Municipal Government·FRIDLEY
CITY OF MEDICINE LAKE
Municipal Government·MINNEAPOLIS
CITY OF NEW HOPE
Municipal Government·MINNEAPOLIS
CITY OF ROBBINSDALE
Municipal Government·MINNEAPOLIS
CITY OF SPRING LAKE PARK
Municipal Government·MINNEAPOLIS
CITY OF STACY
Municipal Government·STACY
COUNTY OF ANOKA
Municipal Government·MINNEAPOLIS
NORTH METRO TELEVISION
Municipal Government·BLAINE
ANOKA CHAMPLIN FIRE DEPARTMENT
Special District·ANOKA
CENTENNIAL FIRE DISTRICT
Special District·CIRCLE PINES
LOWER RUM RIVER WATER MANAGEMENT ORGANIZATION
Special District·ANOKA
MINNEAPOLIS PUBLIC HOUSING AUTHORITY
Special District·MINNEAPOLIS
SUNRISE RIVER WATERSHED MANAGEMENT ORGANIZATION
Special District·CEDAR
UPPER RUM RIVER WATERSHED MANAGEMENT ORGANIZATION
Special District·OAK GROVE
AUGSBURG FAIRVIEW ACADEMY
School District·MINNEAPOLIS
AURORA CHARTER SCHOOL
School District·MINNEAPOLIS
BULTUM ACADEMY
School District·COLUMBIA HEIGHTS
CYBER VILLAGE ACADEMY, INC.
School District·MINNEAPOLIS
HENNEPIN ELEMENTARY SCHOOL
School District·MINNEAPOLIS
INDEPENDENT SCHOOL DISTRICT NO. 15
School District·ST. FRANCIS
IND SCHOOL DIST 16
School District·SPRING LAKE PARK
INTERMEDIATE SCHOOL DISTRICT 287
School District·MINNEAPOLIS
KIPP MINNESOTA
School District·MINNEAPOLIS
MINNESOTA TRANSITIONS CHARTER SCHOOL
School District·MINNEAPOLIS
NEW CITY SCHOOL
School District·MINNEAPOLIS
NEW MILLENNIUM ACADEMY
School District·MINNEAPOLIS
NORTHEAST COLLEGE PREP
School District·MINNEAPOLIS
PACT CHARTER SCHOOL
School District·ANOKA
Q&G COMMERCIAL CLEANING LLC
School District·COLUMBIA HEIGHTS
QUANTUM STEAM ACADEMY
School District·BLAINE
SOJOURNER TRUTH ACADEMY OF MINNEAPOLIS
School District·MINNEAPOLIS
SPERO ACADEMY
School District·MINNEAPOLIS
UNIVERSAL ACADEMY
School District·MINNEAPOLIS
023 Twin Cities Chapter of Trout Unlimited
Nonprofit Organization·Minneapolis
0324
Nonprofit Organization·Fridley
10-25 TOMORROW FOUNDATION
Nonprofit Organization·MINNEAPOLIS
10TH WAVE CHAMBER MUSIC COLLECTIVE
Nonprofit Organization·MINNEAPOLIS
12 ORDINARY WOMEN MSP
Nonprofit Organization·Minneapolis
1360867 GENERALLY SPEAKING
Nonprofit Organization·Minneapolis
1517 MEDIA
Nonprofit Organization·MINNEAPOLIS
180 DEGREES INC
Nonprofit Organization·MINNEAPOLIS
1832 FOUNDATION INC
Nonprofit Organization·Minneapolis
18X26 Academy
Nonprofit Organization·Minneapolis
1 DAY AT A TIME
Nonprofit Organization·Minneapolis
1 FOR HUMANITY
Nonprofit Organization·Minneapolis
1K FOR KIDS FOUNDATION
Nonprofit Organization·Minneapolis
2010 ARTBLOK
Nonprofit Organization·Minneapolis
20 THEATRE COMPANY TWIN CITIES
Nonprofit Organization·MINNEAPOLIS
2100 BLOOMINGTON LIMITED PARTNERSHIP
Nonprofit Organization·MINNEAPOLIS
2400 CLUB
Nonprofit Organization·Minneapolis
28676290 H2ORATORS
Nonprofit Organization·Minneapolis
28676373 VIKING ELECTRIC TOASTMASTERS CLUB
Nonprofit Organization·Minneapolis
2 BELOW ZERO
Nonprofit Organization·Minneapolis
2BROS CARES PROFESSIONAL SERVICE CORPORATION
Nonprofit Organization·Blaine
2ND CHANCE OUTREACH
Nonprofit Organization·Minneapolis
2ND COMING
Nonprofit Organization·Minneapolis
2WHEELS4HEROES
Nonprofit Organization·EAST BETHEL
38 YGGDRASIL
Nonprofit Organization·Minneapolis
3M OPEN FUND
Nonprofit Organization·BLAINE
3 STRINGS INCORPORATED
Nonprofit Organization·Minneapolis
43 HOOPS FOUNDATION
Nonprofit Organization·Minneapolis
4731 NICOLLET AVENUE CONDOMINIUM ASSOCIATION
Nonprofit Organization·Minneapolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Andover
4 THE KIDS
Nonprofit Organization·Minneapolis
5TH DISTRICT AMERICAN LEGION
Nonprofit Organization·Minneapolis
612 MASH INCORPORATED
Nonprofit Organization·Minneapolis
7DAYS A CAPPELLA
Nonprofit Organization·Minneapolis
7TH STREET MICROFINANCE PROJECT
Nonprofit Organization·Minneapolis
826 MSP
Nonprofit Organization·Minneapolis
8810 LOCAL
Nonprofit Organization·Minneapolis
AACE INTERNATIONAL
Nonprofit Organization·Minneapolis
AAPI YOUTH VOICES INCORPORATION
Nonprofit Organization·Andover
ABBIGAILS PRECIOUS HEART
Nonprofit Organization·Fridley
ABBOTT NORTHWESTERN HOSPITAL FOUNDATION
Nonprofit Organization·MINNEAPOLIS
AB CarVal Foundation
Nonprofit Organization·Minneapolis
ABC SOCIETY
Nonprofit Organization·Columbia Heights
ABDI BILE ACADEMY
Nonprofit Organization·MINNEAPOLIS