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Building 2BAKER 500

Map pinMINNETONKA, MN
Phone952-449-6678
NotebookSEC #801-61123
Total AUM
$36.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CARLSON PARKWAY
SUITE 1050
MINNETONKA
MN 55305
USA
Operating Hours
8:30 - 5
Monday - Friday
Phone
952-449-6678

ReceiptFinancials

Total AUM
$36.1M
Accounts
287
Discretionary
$36.1M
Accounts
287
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILMIMNNJTXWI

HandshakeAffiliates

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

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