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Building 2GEN FINANCIAL MANAGEMENT INC.

Map pinPLYMOUTH, MN
Phone952-513-1466
NotebookSEC #801-57823
Total AUM
$331.8M
Employees
3
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10810 OLD COUNTY ROAD 15
SUITE 200
PLYMOUTH
MN 55441
United States
Operating Hours
8:00AM TO 5:00PM CST
Monday - Friday
Phone
952-513-1466

ReceiptFinancials

Total AUM
$331.8M
Accounts
1,170
Discretionary
$317M
Accounts
1,152
Non-Discretionary
$14.8M
Accounts
18

ContactClients

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Individual Clients
133
AUM
$55.1M
HNW Individual Clients
113
AUM
$273.4M
Charitable Organization Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNNENHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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