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Building 2ISC FINANCIAL ADVISORS

Map pinMINNEAPOLIS, MN
Phone952-835-1560
NotebookSEC #801-18825
Total AUM
$395.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7760 FRANCE AVENUE SOUTH, #270
MINNEAPOLIS
MN 55435-4484
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
952-835-1560

ReceiptFinancials

Total AUM
$395.5M
Accounts
951
Discretionary
$195.8M
Accounts
746
Non-Discretionary
$199.7M
Accounts
205

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIAMNWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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