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Building 2SUPERIOR FINANCIAL, LLC

Map pinROCHESTER, MN
Phone507-316-0160
NotebookSEC #801-136350
Total AUM
$112.2M
Employees
1
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3265 19TH STREET NW
SUITE 320
ROCHESTER
MN 55901
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
507-316-0160
Other Offices
1

ReceiptFinancials

Total AUM
$112.2M
Accounts
385
Discretionary
$112.2M
Accounts
385
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$37.6M
HNW Individual Clients
30
AUM
$74.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTXWI

HandshakeAffiliates

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

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