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Building 2CAPITAL FORMATION STRATEGIES INC

Map pinST PAUL, MN
Phone651-644-8412
NotebookSEC #801-80916
Total AUM
$134.8M
Employees
3
Clients
448

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2550 UNIVERSITY AVE W.
SUITE 145N
ST PAUL
MN 55114
United States
Operating Hours
8:30 AM-4:30PM
Monday - Friday
Phone
651-644-8412

ReceiptFinancials

Total AUM
$134.8M
Accounts
448
Discretionary
$134.8M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
413
AUM
$60.6M
HNW Individual Clients
35
AUM
$74.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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

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