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Building 2MD FINANCIAL ADVISORS / VESTMENT FINANCIAL

Map pinCHANHASSEN, MN
Phone(888) 256-6855
NotebookSEC #801-116812
Total AUM
$304.3M
Employees
20
Clients
478

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7935 STONE CREEK DRIVE
SUITE 120
CHANHASSEN
MN 55317
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(888) 256-6855
Other Offices
15

ReceiptFinancials

Total AUM
$304.3M
Accounts
2,679
Discretionary
$304.3M
Accounts
2,679
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
280
AUM
$57.4M
HNW Individual Clients
198
AUM
$246.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION-BASED FEE FOR FINANCIAL PLANNING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILMAMDMEMIMNNCNENHNJNMNYOHPARITXWA

HandshakeAffiliates

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

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