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AIS PLANNING
ST. CLOUD, MN
(320) 252-6552
SEC #801-132984Total AUM
$591M
Employees
13Clients
561Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
622 ROOSEVELT ROAD
SUITE 160
ST. CLOUD
MN 56301
United States
SUITE 160
ST. CLOUD
MN 56301
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(320) 252-6552
Other Offices
1
Financials
Total AUM
$591M
Accounts
1,427Discretionary
$586M
Accounts
1,423Non-Discretionary
$5M
Accounts
4
Clients
Individual Clients
320AUM
$93M
HNW Individual Clients
176AUM
$400.7M
Pension/Profit Sharing Plan Clients
24AUM
$28.8M
Charitable Organization Clients
9AUM
$22M
Corporation or Business Clients
5AUM
$4.3M
Other Clients
27AUM
$42.2M
Description of Other Clients
IRREVOCABLE TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZFLMNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.