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Building 2BANNERSTONE CAPITAL

Map pinWAYZATA, MN
Phone952-249-8888
NotebookSEC #801-132043
Total AUM
$155.3M
Employees
3
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
328 BARRY AVENUE SOUTH
SUITE 210
WAYZATA
MN 55391
United States
Operating Hours
8:30 AM TO 4 P.M.
Monday - Friday
Phone
952-249-8888

ReceiptFinancials

Total AUM
$155.3M
Accounts
549
Discretionary
$155.3M
Accounts
549
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
78
AUM
$32.4M
HNW Individual Clients
28
AUM
$122.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNWI

HandshakeAffiliates

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

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