Overview
Assets Under Management: $2.3 billion
Headquarters: MINNETONKA, MN
High-Net-Worth Clients: 840
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 840
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,091
Discretionary Accounts: 7,081
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 113074
Filing ID: 2005173
Last Filing Date: 2025-07-22 13:46:00
Website: https://advisornet.com