Overview
Assets Under Management: $839 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 83
Average Client Assets: $10 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.56
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 669
Discretionary Accounts: 669
Regulatory Filings
CRD Number: 332023
Last Filing Date: 2024-11-29 00:00:00
Website: https://dinsmorecomplianceservices.com