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Building 2LB COMMUNITY BANK & TRUST, FSB

Map pinMINNEAPOLIS, MN
Phone612-752-3130
NotebookSEC #801-57586
Total AUM
$2.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 FOURTH AVENUE SOUTH
MINNEAPOLIS
MN 55415
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
612-752-3130

ReceiptFinancials

Total AUM
$2.2M
Accounts
42
Discretionary
$1.6M
Accounts
38
Non-Discretionary
$522K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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