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Building 2JONES KERTZ & ASSOCIATES, INC.

Map pinBLAINE, MN
Phone612-341-2218
NotebookSEC #801-112613
Total AUM
$239.2M
Employees
4
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9298 CENTRAL AVE NE
SUITE 210
BLAINE
MN 55434
United States
Operating Hours
8:00A.M. TO 4:00P.M.
Monday - Friday
Phone
612-341-2218

ReceiptFinancials

Total AUM
$239.2M
Accounts
46
Discretionary
$239.2M
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$6.2M
HNW Individual Clients
35
AUM
$227.5M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Corporation or Business Clients
1
AUM
$424.8K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNORTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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