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Building 2KINGDOM LEGACY ADVISORS

Map pin
Phone(952) 697-2225
NotebookSEC #801-132069
Total AUM
$196.5M
Employees
5
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(952) 697-2225

ReceiptFinancials

Total AUM
$196.5M
Accounts
823
Discretionary
$196.5M
Accounts
823
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$64.3M
HNW Individual Clients
69
AUM
$132.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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