Overview
Assets Under Management: $309 million
Headquarters: ST. CLOUD, MN
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 803
Discretionary Accounts: 779
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 114674
Last Filing Date: 2025-02-04 00:00:00
Website: https://lfapartnership.com