1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL PERSPECTIVES

Map pinMINNEAPOLIS, MN
Phone763-553-7779
NotebookSEC #801-97343
Total AUM
$1.2B
Employees
14
Clients
737

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 FERNBROOK LN N
SUITE 250
MINNEAPOLIS
MN 55447-5341
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
763-553-7779
Other Offices
3

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,852
Discretionary
$1.2B
Accounts
1,848
Non-Discretionary
$1.3M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
425
AUM
$114.8M
HNW Individual Clients
309
AUM
$1B
Charitable Organization Clients
2
AUM
$6M
Corporation or Business Clients
1
AUM
$2.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILMAMIMNMONJNYOHSDTNTXWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account