Overview
Assets Under Management: $1.3 billion
Headquarters: ST. CLOUD, MN
High-Net-Worth Clients: 217
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,421
Discretionary Accounts: 5,416
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 173790
Last Filing Date: 2025-02-26 00:00:00
Website: https://mfpmn.com