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Building 2KOWALSKI FINANCIAL INC.

Map pinMINNEAPOLIS, MN
Phone952-297-8589
NotebookSEC #801-119629
Total AUM
$202M
Employees
7
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 HIGHWAY 169 SOUTH
SUITE 655
MINNEAPOLIS
MN 55426
United States
Operating Hours
8-5
Monday - Friday
Phone
952-297-8589

ReceiptFinancials

Total AUM
$202M
Accounts
733
Discretionary
$202M
Accounts
733
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
166
AUM
$202M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNSDTXWI

HandshakeAffiliates

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

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