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CAISSA WEALTH STRATEGIES
Tel: 612-426-6007
7825 Washington Ave S. Suite 725
Bloomington, Minnesota 55439
CAISSA WEALTH STRATEGIES
CAISSA WEALTH STRATEGIES is a Bloomington, Minnesota based financial advisory firm with nearly $286,298,075 in assets under management and provides investment advisory services for 593 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
150458
SEC#:
801-114229
No. of Clients:
593
Assets under Management
$286,298,075
No. of Advisors:
10
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