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Building 2ABBEY STREET

Map pinEDEN PRAIRIE, MN
Phone(952) 224-7272
NotebookSEC #801-117454
Total AUM
$375.4M
Employees
13
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11095 VIKING DRIVE
SUITE 410
EDEN PRAIRIE
MN 55344
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(952) 224-7272

ReceiptFinancials

Total AUM
$375.4M
Accounts
139
Discretionary
$375.4M
Accounts
139
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$40.7M
HNW Individual Clients
89
AUM
$334.4M
Charitable Organization Clients
1
AUM
$261.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNORTXWI

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

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