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Building 2MHS ADVISORY SERVICES, LLC

Map pinMAPLE GROVE, MN
Phone952-541-9201
NotebookSEC #801-80877
Total AUM
$253.3M
Employees
7
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11330 86TH AVENUE NORTH
MAPLE GROVE
MN 55369
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
952-541-9201
Other Offices
1

ReceiptFinancials

Total AUM
$253.3M
Accounts
1,152
Discretionary
$173M
Accounts
833
Non-Discretionary
$80.3M
Accounts
319

ContactClients

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Individual Clients
240
AUM
$105.2M
HNW Individual Clients
70
AUM
$147.6M
Charitable Organization Clients
2
AUM
$303.5K
Corporation or Business Clients
1
AUM
$279.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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