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Building 2ACUMEN FINANCIAL GROUP INC

Map pinBLOOMINGTON, MN
Phone952-897-5777
NotebookSEC #801-57549
Total AUM
$46.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8500 NORMANDALE LAKE BLVD
SUITE 510
BLOOMINGTON
MN 55437-3818
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
952-897-5777

ReceiptFinancials

Total AUM
$46.2M
Accounts
240
Discretionary
$0
Accounts
0
Non-Discretionary
$46.2M
Accounts
240

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNWA

HandshakeAffiliates

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

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