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Building 2BAKER 500

Map pinMINNETONKA, MN
Phone952-449-6678
NotebookSEC #801-61528
Total AUM
$25M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$25M
Accounts
175
Discretionary
$25M
Accounts
175
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 AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIMN

HandshakeAffiliates

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

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