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Building 2ALL TERRAIN FINANCIAL ADVISORS

Map pinCOON RAPIDS, MN
Phone612-216-3501
NotebookSEC #801-109958
Total AUM
$379.2M
Employees
4
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
551 COON RAPIDS BOULEVARD NW
COON RAPIDS
MN 55433
United States
Operating Hours
8:30 AM- 4:00 PM
Monday - Friday
Phone
612-216-3501

ReceiptFinancials

Total AUM
$379.2M
Accounts
635
Discretionary
$367.4M
Accounts
613
Non-Discretionary
$11.7M
Accounts
22

ContactClients

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Individual Clients
92
AUM
$27.4M
HNW Individual Clients
98
AUM
$339.8M
Charitable Organization Clients
1
AUM
$3.8M
Investment Advisor Clients
1
AUM
$7.9M
Corporation or Business Clients
1
AUM
$348.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAMP / SUB-ADVISORY
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMNNETXWI

HandshakeAffiliates

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

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