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Building 2ADVISORY SOLUTIONS GROUP

Map pinPLYMOUTH, MN
Phone763-417-1700
NotebookSEC #801-135130
Total AUM
$408.4M
Employees
40
Clients
807

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 N HIGHWAY 169
SUITE 900
PLYMOUTH
MN 55441
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
763-417-1700

ReceiptFinancials

Total AUM
$408.4M
Accounts
2,062
Discretionary
$408.4M
Accounts
2,062
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
701
AUM
$238.2M
HNW Individual Clients
106
AUM
$170.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TURNKEY ASSET MANAGEMENT FOR RIA FIRMS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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