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GREAT WATERS FINANCIAL
SHOREVIEW, MN
612-360-2127
SEC #801-123543Total AUM
$1.2B
Employees
42Clients
1,629Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4100 LEXINGTON AVE N
SUITE 100
SHOREVIEW
MN 55126
United States
SUITE 100
SHOREVIEW
MN 55126
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
612-360-2127
Other Offices
3
Financials
Total AUM
$1.2B
Accounts
6,141Discretionary
$1.2B
Accounts
6,141Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,244AUM
$460.4M
HNW Individual Clients
383AUM
$774M
Charitable Organization Clients
1AUM
$626.2K
Corporation or Business Clients
1AUM
$153.7K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLGAILMNNESDTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.