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Building 2F3LOGIC, LLC

Map pinBURNSVILLE, MN
Phone(952) 895-6963
NotebookSEC #801-111836
Total AUM
$842.9M
Employees
28
Clients
4,092

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11980 PORTLAND AVENUE SOUTH
BURNSVILLE
MN 55337
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(952) 895-6963
Other Offices
9

ReceiptFinancials

Total AUM
$842.9M
Accounts
4,092
Discretionary
$842.9M
Accounts
4,092
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,974
AUM
$713M
HNW Individual Clients
84
AUM
$119.6M
Pension/Profit Sharing Plan Clients
25
AUM
$7.2M
Corporation or Business Clients
9
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLGAHIIDILINKYLAMAMDMEMIMNMTNCNDNENHNJNVNYOHORPARISCSDTNTXVAVTWIWV

HandshakeAffiliates

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

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