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Building 2CALHOUN FINANCIAL PLANNING AND MANAGEMENT

Map pinMINNEAPOLIS, MN
Phone612-465-8582
NotebookSEC #801-108941
Total AUM
$37M
Employees
1
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 WASHINGTON AVE N, SUITE 415
MINNEAPOLIS
MN 55401
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
612-465-8582

ReceiptFinancials

Total AUM
$37M
Accounts
239
Discretionary
$37M
Accounts
239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$28M
HNW Individual Clients
5
AUM
$9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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