1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PLANNERS FINANCIAL SERVICES, INC.

Map pinMENDOTA HEIGHTS, MN
Phone651-405-9000
NotebookSEC #801-11036
Total AUM
$96.4M
Employees
2
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1210 NORTHLAND DRIVE
SUITE 190
MENDOTA HEIGHTS
MN 55120
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
651-405-9000

ReceiptFinancials

Total AUM
$96.4M
Accounts
501
Discretionary
$96.4M
Accounts
501
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
141
AUM
$27.4M
HNW Individual Clients
43
AUM
$69M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$4.3K
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account