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Building 2ABENS FINANCIAL SERVICES INC

Map pinEDINA, MN
Phone952-933-9650
NotebookSEC #801-135938
Total AUM
$120.1M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4926 LINCOLN DRIVE
EDINA
MN 55436
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
952-933-9650

ReceiptFinancials

Total AUM
$120.1M
Accounts
98
Discretionary
$120.1M
Accounts
98
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$25.2M
HNW Individual Clients
41
AUM
$90.9M
Charitable Organization Clients
5
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING AND VALUATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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

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