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Building 2DSG CAPITAL ADVISORS, LLC

Map pinEDINA, MN
Phone(612) 515-9900
NotebookSEC #801-130879
Total AUM
$780.3M
Employees
10
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7760 FRANCE AVENUE SOUTH
SUITE 815
EDINA
MN 55435
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(612) 515-9900

ReceiptFinancials

Total AUM
$780.3M
Accounts
510
Discretionary
$763.2M
Accounts
503
Non-Discretionary
$17.1M
Accounts
7

ContactClients

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Individual Clients
52
AUM
$20.3M
HNW Individual Clients
63
AUM
$702.2M
Charitable Organization Clients
1
AUM
$57M
Government Entity Clients
1
AUM
$837.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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