Overview
Assets Under Management: $218 million
Headquarters: SAINT LOUIS PARK, MN
High-Net-Worth Clients: 102
Average Client Assets: $1.5 million
Frequently Asked Questions
CTB FINANCIAL SERVICES, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141278), CTB FINANCIAL SERVICES, LTD. is subject to fiduciary duty under federal law.
CTB FINANCIAL SERVICES, LTD. is headquartered in SAINT LOUIS PARK, MN.
CTB FINANCIAL SERVICES, LTD. serves 102 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, CTB FINANCIAL SERVICES, LTD. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CTB FINANCIAL SERVICES, LTD. manages $218 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, CTB FINANCIAL SERVICES, LTD. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.34%
Average Client Assets: $1.5 million
Total Client Accounts: 1,033
Discretionary Accounts: 1,033
Regulatory Filings
CRD Number: 141278
Filing ID: 1709161
Last Filing Date: 2023-03-14 15:34:00