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Building 2VALTINSON BRUNER FINANCIAL PLANNING

Map pinNEW BRIGHTON, MN
Phone651-628-9832
NotebookSEC #801-113830
Total AUM
$712M
Employees
11
Clients
1,992

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
388 CLEVELAND AVE SW
NEW BRIGHTON
MN 55112
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
651-628-9832

ReceiptFinancials

Total AUM
$712M
Accounts
3,050
Discretionary
$510.1M
Accounts
2,150
Non-Discretionary
$201.9M
Accounts
900

ContactClients

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Individual Clients
1,800
AUM
$337.3M
HNW Individual Clients
185
AUM
$373.3M
Investment Company Clients
4
AUM
$300K
Corporation or Business Clients
3
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Felony ChargeFelony Conviction
State Registrations
AZCACOFLIAMNTXVAWI

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

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