Overview
Assets Under Management: $162 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 394
Discretionary Accounts: 394
Regulatory Filings
CRD Number: 314172
Last Filing Date: 2025-01-16 00:00:00
Website: https://greatriverfinancial.com