AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 663 | $0.4 |
| Average Individual AUM | $537,413 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $14,904,000 | |
| Retail Total | 664 | $0.4 |
| Average Retail AUM | $559,050 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANSISCO-CA-USA | $0.1 |
| FIDELITY DISTRIBUTORS COMPANY LLC | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 50% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 15% | $0.1 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL BISCHOFF | BLOOMINGTON | MN | S63|1990-05-25|S65|1997-08-22 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID VERBEKE | BLOOMINGTON | MN | S63|2010-09-15 | ||||||
| GARY WEBB | BLOOMINGTON | MN | |||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.4 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 17% | 7 | 1 | 14% |
| 2023-04-04 | $0.3 | $0.1 | 26% | 7 | 1 | 14% |
| 2022-04-01 | $0.3 | $0.1 | 16% | 7 | 1 | 14% |
| 2021-04-05 | $0.3 | $0.1 | 28% | 6 | 2 | 33% |
| 2020-04-01 | $0.2 | $0.2 | 89% | 7 | 1 | 14% |
| 2019-04-01 | $0.2 | $0.2 | 89% | 7 | 1 | 14% |
| 2018-04-02 | $0.2 | $0.2 | 90% | 6 | 2 | 33% |
| 2017-04-01 | $0.2 | $0.2 | 94% | 7 | 1 | 14% |
| 2016-04-01 | $0.2 | $0.2 | 138% | 7 | 1 | 14% |
| 2015-04-01 | $0.2 | $0.1 | 64% | 6 | 2 | 33% |
| 2014-04-01 | $0.1 | $0.2 | 191% | 5 | 3 | 60% |
| 2013-04-01 | $0.1 | $0.2 | 186% | 4 | 4 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MN, AZ-03/31/2022, CA-05/18/2000, CO-03/31/2023, FL-03/31/2022, IA-03/31/2023, IL-03/31/2023, MN-09/22/1989, MO-03/31/2023, TX-03/31/2023, WI-09/27/1994 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV