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Building 2FFP WEALTH MANAGEMENT, LLC

Map pinCOON RAPIDS, MN
Phone763-231-2760
NotebookSEC #801-114728
Total AUM
$301.1M
Employees
9
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11375 ROBINSON DRIVE, SUITE 200
COON RAPIDS
MN 55433
United States
Operating Hours
8-5
Monday - Friday
Phone
763-231-2760

ReceiptFinancials

Total AUM
$301.1M
Accounts
893
Discretionary
$300.3M
Accounts
888
Non-Discretionary
$846K
Accounts
5

ContactClients

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Individual Clients
218
AUM
$93M
HNW Individual Clients
98
AUM
$205.8M
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNTXWI

HandshakeAffiliates

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

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