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Building 2ENVOI LLC

Map pinMINNEAPOLIS, MN
Phone952-358-6260
NotebookSEC #801-69927
Total AUM
$2.8B
Employees
10
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 HIGHWAY 169 SOUTH
SUITE 1950
MINNEAPOLIS
MN 55426
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
952-358-6260

ReceiptFinancials

Total AUM
$2.8B
Accounts
1,445
Discretionary
$2.8B
Accounts
1,445
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
35
AUM
$2.7B
Charitable Organization Clients
6
AUM
$105.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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