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Building 2TRUMIX ADVISORS

Map pinBLOOMINGTON, MN
Phone952-222-8286
NotebookSEC #801-129885
Total AUM
$169.9M
Employees
6
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 AMERICAN BOULEVARD WEST
SUITE 350
BLOOMINGTON
MN 55431
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
952-222-8286

ReceiptFinancials

Total AUM
$169.9M
Accounts
714
Discretionary
$169.7M
Accounts
709
Non-Discretionary
$263.7K
Accounts
5

ContactClients

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Individual Clients
120
AUM
$41.8M
HNW Individual Clients
50
AUM
$126.5M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTNTXWI

HandshakeAffiliates

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

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