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Building 2TRUE VISION FINANCIAL ADVISORS

Map pinWOODBURY, MN
Phone612-256-2208
NotebookSEC #801-126424
Total AUM
$271.7M
Employees
9
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7616 CURRELL BOULEVARD
SUITE 220
WOODBURY
MN 55125
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
612-256-2208
Other Offices
1

ReceiptFinancials

Total AUM
$271.7M
Accounts
1,180
Discretionary
$271.7M
Accounts
1,180
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
283
AUM
$112.9M
HNW Individual Clients
84
AUM
$158.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIALAMNTXWI

HandshakeAffiliates

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

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