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Building 2JNBA FINANCIAL ADVISORS, LLC

Map pinBLOOMINGTON, MN
Phone952-844-0995
NotebookSEC #801-21522
Total AUM
$2B
Employees
36
Clients
1,115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8500 NORMANDALE LAKE BLVD
SUITE 450
BLOOMINGTON
MN 55437
United States
Operating Hours
M-TH 8:30AM - 4:30PM, FRI. 8:30AM - 3:30PM
Monday - Friday
Phone
952-844-0995
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
4,157
Discretionary
$2B
Accounts
4,157
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
591
AUM
$279.7M
HNW Individual Clients
514
AUM
$1.7B
Charitable Organization Clients
10
AUM
$34.4M

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
AZCACODCFLIAILMAMIMNMTNDNENHNJNMNYOHPASCSDTXVAWAWI

HandshakeAffiliates

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

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