Overview
Assets Under Management: $228 million
Headquarters: ST LOUIS PARK, MN
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,832
Discretionary Accounts: 1,832
Regulatory Filings
CRD Number: 144239
Filing ID: 1963650
Last Filing Date: 2025-03-20 22:24:00
Website: https://securedretirements.com