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Building 2ISC FINANCIAL ADVISORS

Map pinALBERT LEA, MN
Phone507-373-8216
NotebookSEC #801-72585
Total AUM
$1.6B
Employees
17
Clients
1,318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 NORTH BROADWAY AVE.
ALBERT LEA
MN 56007
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
507-373-8216
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,687
Discretionary
$1.2B
Accounts
3,644
Non-Discretionary
$349.6M
Accounts
43

ContactClients

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Individual Clients
955
AUM
$272.2M
HNW Individual Clients
307
AUM
$917.7M
Pension/Profit Sharing Plan Clients
43
AUM
$349.6M
Charitable Organization Clients
13
AUM
$11.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILMIMNMONENHORSDTXWAWI

HandshakeAffiliates

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

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