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Building 2SECURITIES MONITORING GROUP, LLC

Map pinBUFFALO, MN
Phone763-682-4014
NotebookSEC #801-60344
Total AUM
$76.6M
Employees
11
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
103 MARTY DRIVE
SUITE 101
BUFFALO
MN 55313
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
763-682-4014

ReceiptFinancials

Total AUM
$76.6M
Accounts
1,906
Discretionary
$57M
Accounts
1,159
Non-Discretionary
$19.6M
Accounts
747

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION/PORTFOLIO MONITORING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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