Overview
Assets Under Management: $301 million
Headquarters: OAKDALE, MN
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 957
Discretionary Accounts: 957
Regulatory Filings
CRD Number: 327560
Last Filing Date: 2025-02-27 00:00:00
Website: https://ffpforme.com