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Building 2LFA

Map pinST. CLOUD, MN
Phone320-253-2490
NotebookSEC #801-63115
Total AUM
$351.5M
Employees
7
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1219 - 33RD STREET SOUTH
ST. CLOUD
MN 56301
United States
Operating Hours
MONDAY-THURSDAY 8:00AM TO 5:00PM
FRIDAY 8:00AM-3:00PM
Phone
320-253-2490
Other Offices
2

ReceiptFinancials

Total AUM
$351.5M
Accounts
862
Discretionary
$338.6M
Accounts
839
Non-Discretionary
$12.9M
Accounts
23

ContactClients

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Individual Clients
419
AUM
$82.4M
HNW Individual Clients
80
AUM
$194.1M
Pension/Profit Sharing Plan Clients
5
AUM
$20.7M
Charitable Organization Clients
6
AUM
$34.5M
Corporation or Business Clients
8
AUM
$19.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNSDTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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