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Building 2SIMPLICITY SOLUTIONS, LLC

Map pinMINNEAPOLIS, MN
Phone952-831-0039
NotebookSEC #801-81008
Total AUM
$3.3B
Employees
130
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 AMERICAN BOULEVARD WEST
SUITE 750
MINNEAPOLIS
MN 55431
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
952-831-0039
Other Offices
1

ReceiptFinancials

Total AUM
$3.3B
Accounts
7,118
Discretionary
$3.2B
Accounts
7,115
Non-Discretionary
$68.2M
Accounts
3

ContactClients

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Individual Clients
10
AUM
$630.1K
Banking Clients
3
AUM
$1.1B
Investment Advisor Clients
15
AUM
$2.2B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther Services
Other Services
BACK OFFICE SUPPORT OTHER ADVISORY FIRMS, SOFTWARE TOOLS, RIA DIRECTED MODELS, REPORTING ONLY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNJ

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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