Overview
Assets Under Management: $758 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 4
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.42
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 1,759
Discretionary Accounts: 1,759
Regulatory Filings
CRD Number: 323765
Filing ID: 1961858
Last Filing Date: 2025-03-24 16:57:00
Website: https://allstarfinancial.com