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

Building 2ONE LIFE FINANCIAL GROUP, INC.

Map pin
Phone763-251-8040
NotebookSEC #801-136206
Total AUM
$118M
Employees
6
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
763-251-8040

ReceiptFinancials

Total AUM
$118M
Accounts
588
Discretionary
$118M
Accounts
588
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
136
AUM
$31.1M
HNW Individual Clients
64
AUM
$86.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account