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Building 2CFG RETIREMENT

Map pinEDINA, MN
Phone952-657-7470
NotebookSEC #801-129292
Total AUM
$241M
Employees
7
Clients
541

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4550 W 77TH STREET
SUITE #380
EDINA
MN 55435
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
952-657-7470

ReceiptFinancials

Total AUM
$241M
Accounts
526
Discretionary
$241M
Accounts
526
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
382
AUM
$96.9M
HNW Individual Clients
159
AUM
$144.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILMNTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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