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Building 2ALL STAR FINANCIAL INC

Map pinMINNEAPOLIS, MN
Phone952-896-3820
NotebookSEC #801-41736
Total AUM
$652.9M
Employees
18
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3800 AMERICAN BLVD. WEST
#620
MINNEAPOLIS
MN 55431
United States
Operating Hours
8:30 A.M.- 4:30 P.M.
Monday - Friday
Phone
952-896-3820

ReceiptFinancials

Total AUM
$652.9M
Accounts
1,749
Discretionary
$643.6M
Accounts
1,713
Non-Discretionary
$9.3M
Accounts
36

ContactClients

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Individual Clients
360
AUM
$151.3M
HNW Individual Clients
207
AUM
$489.2M
Pension/Profit Sharing Plan Clients
3
AUM
$4.9M
Charitable Organization Clients
3
AUM
$2.6M
Corporation or Business Clients
3
AUM
$4.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNDTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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