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Building 2ACUMEN FINANCIAL ADVISORS, LLC

Map pinEDINA, MN
Phone952-521-1625
NotebookSEC #801-71042
Total AUM
$465.2M
Employees
5
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3601 WEST 76TH STREET
SUITE 475
EDINA
MN 55435
United States
Operating Hours
7:30 AM TO 4:30 PM
Monday - Friday
Phone
952-521-1625

ReceiptFinancials

Total AUM
$465.2M
Accounts
624
Discretionary
$0
Accounts
0
Non-Discretionary
$465.2M
Accounts
624

ContactClients

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Individual Clients
86
AUM
$32.7M
HNW Individual Clients
134
AUM
$432.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIAMNOHWAWI

HandshakeAffiliates

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

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