1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BOULEVARD

Map pinBLOOMINGTON, MN
Phone877-664-2583
NotebookSEC #801-134380
Total AUM
$119.5M
Employees
5
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7825 WASHINGTON AVENUE
SUITE 100
BLOOMINGTON
MN 55439
United States
Operating Hours
8:30AM - 6PM
Monday - Friday
Phone
877-664-2583

ReceiptFinancials

Total AUM
$119.5M
Accounts
858
Discretionary
$117.4M
Accounts
847
Non-Discretionary
$2.1M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
229
AUM
$45.9M
HNW Individual Clients
37
AUM
$71.5M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
RESEARCH & ANALYSIS PROJECTS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INTAKE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

View all affiliates →

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

Feature requires an account