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Building 2GREAT RIVER FINANCIAL

Map pinPLYMOUTH, MN
Phone763-231-7581
NotebookSEC #801-121581
Total AUM
$201.9M
Employees
4
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9800 SHELARD PKWY
SUITE 113
PLYMOUTH
MN 55441
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
763-231-7581

ReceiptFinancials

Total AUM
$201.9M
Accounts
438
Discretionary
$201.9M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$30.7M
HNW Individual Clients
56
AUM
$171.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNENHTX

HandshakeAffiliates

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

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