Overview
Assets Under Management: $286 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 903
Discretionary Accounts: 889
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 115384
Last Filing Date: 2025-02-20 00:00:00
Website: https://lfamn.com