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Building 2SECURED RETIREMENT ADVISORS, LLC

Map pinST LOUIS PARK, MN
Phone(952) 460-3260
NotebookSEC #801-121760
Total AUM
$255.1M
Employees
6
Clients
602

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6121 EXCELSIOR BLVD
ST LOUIS PARK
MN 55416
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
(952) 460-3260
Other Offices
1

ReceiptFinancials

Total AUM
$255.1M
Accounts
1,732
Discretionary
$255.1M
Accounts
1,732
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
536
AUM
$144.7M
HNW Individual Clients
66
AUM
$110.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAMNOHTXWI

HandshakeAffiliates

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

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