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Building 2CTB FINANCIAL SERVICES, LTD.

Map pinSAINT LOUIS PARK, MN
Phone952-546-5456
NotebookSEC #801-68577
Total AUM
$218.3M
Employees
9
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5811 SOUTH CEDAR LAKE ROAD
SAINT LOUIS PARK
MN 55416
United States
Operating Hours
9 - 5
Monday - Friday
Phone
952-546-5456

ReceiptFinancials

Total AUM
$218.3M
Accounts
1,033
Discretionary
$218.3M
Accounts
1,033
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
199
AUM
$60.4M
HNW Individual Clients
102
AUM
$157.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNTXWI

HandshakeAffiliates

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

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