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PETROS FAMILY WEALTH, LLC

Tel: (612) 643-9995
8500 Normandale Lake Blvd
Suite 850
Bloomington, Minnesota  55437

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PETROS FAMILY WEALTH, LLC

PETROS FAMILY WEALTH, LLC is a Bloomington, Minnesota based financial advisory firm with nearly $274,482,313 in assets under management and provides investment advisory services for 1356 clients. There are currently 6 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 , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOL

Firm CRD#:

324059

SEC#:

801-126983

No. of Clients:

1356

Assets under Management

$274,482,313

No. of Advisors:

6

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