Overview
Assets Under Management: $390 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 136
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 591
Non-Discretionary Accounts: 591
Regulatory Filings
CRD Number: 152748
Last Filing Date: 2024-03-22 00:00:00
Website: https://acumenfinancial.com