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Building 2KURE ADVISORY, LLC

Map pinPLYMOUTH, MN
Phone(763)559-9213
NotebookSEC #801-120058
Total AUM
$259M
Employees
6
Clients
401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15600 36TH AVENUE NORTH
SUITE 200
PLYMOUTH
MN 55446
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(763)559-9213

ReceiptFinancials

Total AUM
$259M
Accounts
990
Discretionary
$259M
Accounts
990
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
313
AUM
$92.1M
HNW Individual Clients
84
AUM
$165.9M
Charitable Organization Clients
1
AUM
$99.9K
Corporation or Business Clients
2
AUM
$911.1K
Other Clients
1
AUM
$100
Description of Other Clients
SCHWAB CONVERSION ACCOUNT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
AZCACOFLMNNDNYTX

HandshakeAffiliates

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

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