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Building 2FARLEY PLANNING GROUP INC

Map pinEAGAN, MN
Phone651-681-0777
NotebookSEC #801-32388
Total AUM
$53.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
880 BLUE GENTIAN ROAD
SUITE 180
EAGAN
MN 55121
USA
Operating Hours
9:00-5:00
Monday - Friday
Phone
651-681-0777

ReceiptFinancials

Total AUM
$53.7M
Accounts
417
Discretionary
$28.4M
Accounts
142
Non-Discretionary
$25.4M
Accounts
275

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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

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