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Building 2FAMILY FINANCIAL STRATEGIES

Map pinMINNEAPOLIS, MN
Phone763-540-0111
NotebookSEC #801-52030
Total AUM
$491.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 XENIA AVE SOUTH
SUITE 200
MINNEAPOLIS
MN 55416-1028
USA
Operating Hours
8:00A.M.- 5:00 P.M.
Monday - Friday
Phone
763-540-0111

ReceiptFinancials

Total AUM
$491.7M
Accounts
181
Discretionary
$39.5M
Accounts
22
Non-Discretionary
$452.2M
Accounts
159

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNSDWA

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

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