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Building 2STRONG TOWER ADVISORY SERVICES

Map pinMINNEAPOLIS, MN
Phone612-436-3750
NotebookSEC #801-121575
Total AUM
$759.2M
Employees
9
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SOUTH 7TH STREET SUITE 2100
MINNEAPOLIS
MN 55402
United States
Operating Hours
9-5
Monday - Friday
Phone
612-436-3750

ReceiptFinancials

Total AUM
$759.2M
Accounts
314
Discretionary
$580.3M
Accounts
306
Non-Discretionary
$178.9M
Accounts
8

ContactClients

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Individual Clients
176
AUM
$51.3M
HNW Individual Clients
124
AUM
$517.8M
Pension/Profit Sharing Plan Clients
8
AUM
$178.9M
Charitable Organization Clients
1
AUM
$4.5M
Corporation or Business Clients
5
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMNOHTXWI

HandshakeAffiliates

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

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