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Building 2STILES FINANCIAL SERVICES, INC.

Map pinEDINA, MN
Phone952-988-0452
NotebookSEC #801-110176
Total AUM
$548.7M
Employees
12
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7505 METRO BLVD
SUITE 510
EDINA
MN 55439
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
952-988-0452

ReceiptFinancials

Total AUM
$548.7M
Accounts
793
Discretionary
$547.9M
Accounts
782
Non-Discretionary
$876.9K
Accounts
11

ContactClients

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Individual Clients
142
AUM
$50.3M
HNW Individual Clients
104
AUM
$433M
Pension/Profit Sharing Plan Clients
11
AUM
$40.2M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
1
AUM
$24.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLINMNNETX

HandshakeAffiliates

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

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