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Building 2ALL STAR FINANCIAL

Map pinMINNEAPOLIS, MN
Phone952-896-3820
NotebookSEC #801-126834
Total AUM
$881.7M
Employees
14
Clients
558

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 AMERICAN BLVD WEST
SUITE 620
MINNEAPOLIS
MN 55431
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
952-896-3820

ReceiptFinancials

Total AUM
$881.7M
Accounts
1,839
Discretionary
$881.7M
Accounts
1,839
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
353
AUM
$199.5M
HNW Individual Clients
188
AUM
$483.9M
Pension/Profit Sharing Plan Clients
11
AUM
$180.7M
Charitable Organization Clients
3
AUM
$10.6M
Corporation or Business Clients
3
AUM
$7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNDTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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