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Building 2TRUNORTH

Map pinOAKDALE, MN
Phone651-735-5878
NotebookSEC #801-66614
Total AUM
$243.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1099 HELMO AVE.NORTH
SUITE 230
OAKDALE
MN 55128
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
651-735-5878

ReceiptFinancials

Total AUM
$243.4M
Accounts
762
Discretionary
$217.4M
Accounts
689
Non-Discretionary
$25.9M
Accounts
73

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNOKTXWA

HandshakeAffiliates

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

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