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Building 2FPNAVIGATORS

Map pinMAPLE GROVE, MN
Phone763-265-4450
NotebookSEC #801-131251
Total AUM
$355.1M
Employees
8
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7365 KIRKWOOD COURT N
SUITE 330
MAPLE GROVE
MN 55369
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
763-265-4450

ReceiptFinancials

Total AUM
$355.1M
Accounts
1,653
Discretionary
$355.1M
Accounts
1,653
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
342
AUM
$143.4M
HNW Individual Clients
70
AUM
$190.3M
Charitable Organization Clients
2
AUM
$4.7M
Corporation or Business Clients
19
AUM
$16.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNDNETXWI

HandshakeAffiliates

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

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