Overview
Assets Under Management: $488 million
Headquarters: EDEN PRAIRIE, MN
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,380
Discretionary Accounts: 2,380
Regulatory Filings
CRD Number: 158108
Filing ID: 2000365
Last Filing Date: 2025-07-01 15:28:00
Website: https://usadvisorsnetwork.com