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Building 2DISCOVERY FINANCIAL GROUP, LLC

Map pinBLOOMINGTON, MN
Phone952-882-6361
NotebookSEC #801-67499
Total AUM
$12M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8100 PENN AVE SUITE 150Q
BLOOMINGTON
MN 55431
United States
Operating Hours
8:30-5:00 P.M.
Monday - Friday
Phone
952-882-6361

ReceiptFinancials

Total AUM
$12M
Accounts
47
Discretionary
$4.5M
Accounts
16
Non-Discretionary
$7.5M
Accounts
31

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
COMMISSION FROM INSURANCE

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

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

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