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Building 2ACM

Map pinWAYZATA, MN
Phone612-217-1143
NotebookSEC #801-111736
Total AUM
$231.2M
Employees
0
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 TWELVE OAKS CENTER DRIVE
SUITE 817
WAYZATA
MN 55391
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
612-217-1143
Other Offices
1

ReceiptFinancials

Total AUM
$231.2M
Accounts
14
Discretionary
$231.2M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$271.9K
HNW Individual Clients
4
AUM
$388.9K
Pension/Profit Sharing Plan Clients
1
AUM
$176.5M
Charitable Organization Clients
1
AUM
$54M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMN

HandshakeAffiliates

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

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