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Building 2CORNERSTONE

Map pinEDINA, MN
Phone(952) 229-8100
NotebookSEC #801-45262
Total AUM
$1B
Employees
20
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 MINNESOTA DRIVE, SUITE 70
EDINA
MN 55435
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(952) 229-8100

ReceiptFinancials

Total AUM
$1B
Accounts
13
Discretionary
$1B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
CAMNTX

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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