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Building 2PEAK FINANCIAL CONSULTING, INC.

Map pinBLOOMINGTON, MN
Phone952-303-8200
NotebookSEC #801-132854
Total AUM
$132.3M
Employees
2
Clients
371

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1650 WEST 82ND STREET
SUITE 870
BLOOMINGTON
MN 55431
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
952-303-8200

ReceiptFinancials

Total AUM
$132.3M
Accounts
371
Discretionary
$132.3M
Accounts
371
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
320
AUM
$60.4M
HNW Individual Clients
51
AUM
$71.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMNTX

HandshakeAffiliates

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

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