Overview
Assets Under Management: $433 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 814
Discretionary Accounts: 761
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 110483
Last Filing Date: 2025-01-14 00:00:00
Website: https://bgm360.com