Overview
Assets Under Management: $604 million
Headquarters: NEW BRIGHTON, MN
High-Net-Worth Clients: 6
Average Client Assets: $55 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.22
Average High-Net-Worth Client Assets: $55 million
Total Client Accounts: 2,807
Discretionary Accounts: 1,978
Non-Discretionary Accounts: 829
Regulatory Filings
CRD Number: 297866
Filing ID: 1998425
Last Filing Date: 2025-06-17 17:02:00
Website: https://valtinsonfinancial.com