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Building 2CAPTAR PRIVATE WEALTH

Map pinST. LOUIS PARK, MN
Phone612-347-8668
NotebookSEC #801-127915
Total AUM
$165.5M
Employees
2
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 HWY 169 S
SUITE 720
ST. LOUIS PARK
MN 55426
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
612-347-8668

ReceiptFinancials

Total AUM
$165.5M
Accounts
415
Discretionary
$165M
Accounts
375
Non-Discretionary
$500K
Accounts
40

ContactClients

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Individual Clients
170
AUM
$65.3M
HNW Individual Clients
14
AUM
$100M
Corporation or Business Clients
2
AUM
$200K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMN

HandshakeAffiliates

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

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