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Building 2THE MUTUAL FUND STORE

Map pinMAPLE GROVE, MN
Phone763-494-8889
NotebookSEC #801-67407
Total AUM
$208.4M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9483 GARLAND LANE NORTH
MAPLE GROVE
MN 55311
United States
Operating Hours
8:30 AM-5PM M-F
Monday - Friday
Phone
763-494-8889

ReceiptFinancials

Total AUM
$208.4M
Accounts
1,906
Discretionary
$208.4M
Accounts
1,906
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAMIMNTXWI

HandshakeAffiliates

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

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