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Building 2ADVANCED ADVISOR GROUP, LLC

Map pinCAMBRIDGE, MN
Phone763-689-9023
NotebookSEC #801-118465
Total AUM
$10.9M
Employees
11
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1995 EAST RUM RIVER DRIVE S
CAMBRIDGE
MN 55008
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Phone
763-689-9023
Other Offices
5

ReceiptFinancials

Total AUM
$10.9M
Accounts
96
Discretionary
$10.9M
Accounts
96
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$10.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IAMNSDWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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