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Building 2TRAILHEAD PLANNERS, LLC

Map pinEDINA, MN
Phone503-773-9682
NotebookSEC #801-129254
Total AUM
$188.4M
Employees
4
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5151 EDINA INDUSTRIAL BLVD.
SUITE 200
EDINA
MN 55439
United States
Operating Hours
8-5
Monday - Friday
Phone
503-773-9682
Other Offices
1

ReceiptFinancials

Total AUM
$188.4M
Accounts
594
Discretionary
$188.4M
Accounts
588
Non-Discretionary
$58.4K
Accounts
6

ContactClients

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Individual Clients
108
AUM
$57.4M
HNW Individual Clients
43
AUM
$130.2M
Corporation or Business Clients
1
AUM
$788.4K

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
CAMNORTX

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

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