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Building 2CAISSA WEALTH STRATEGIES

Map pinBLOOMINGTON, MN
Phone612-426-6007
NotebookSEC #801-114229
Total AUM
$297M
Employees
10
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7825 WASHINGTON AVE S.
SUITE 725
BLOOMINGTON
MN 55439
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
612-426-6007

ReceiptFinancials

Total AUM
$297M
Accounts
175
Discretionary
$295.2M
Accounts
153
Non-Discretionary
$1.8M
Accounts
22

ContactClients

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Individual Clients
58
AUM
$27.4M
HNW Individual Clients
95
AUM
$269.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMN

HandshakeAffiliates

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

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