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Building 2FOUNDATION FINANCIAL PLANNING LLP

Map pinMINNEAPOLIS, MN
Phone763-231-2760
NotebookSEC #801-64379
Total AUM
$68.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11375 ROBINSON DRIVE
SUITE 210
MINNEAPOLIS
MN 55433
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
763-231-2760

ReceiptFinancials

Total AUM
$68.4M
Accounts
577
Discretionary
$66.7M
Accounts
553
Non-Discretionary
$1.8M
Accounts
24

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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

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