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Building 2THE FINANCIAL PLANNING GROUP, INC

Map pinPRIOR LAKE, MN
Phone952-853-2233
NotebookSEC #801-70621
Total AUM
$55M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15815 FRANKLIN TRAIL SOUTHEAST
SUITE 300
PRIOR LAKE
MN 55372
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
952-853-2233

ReceiptFinancials

Total AUM
$55M
Accounts
227
Discretionary
$40M
Accounts
182
Non-Discretionary
$15M
Accounts
45

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeFelony Conviction
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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